News, Updates and More For Your Financial Planning
Increasing your financial assets can be as easy as having the right advice. Did you know that households are more likely to accumulate 1.58 times more financial assets after working with an advisor for only four to six years, compared with otherwise identical...
What is term life insurance? Term life insurance offers simple and affordable life insurance protection. You get valuable coverage for a set period of time, along with plenty of options to meet your needs and budget. It provides a tax-free cash payment to your...
A helpful guide for partners who are merging finances. As a relationship progresses, it’s natural to begin sharing goals and dreams. But once a couple is sharing a home, sharing finances doesn’t always come naturally. This is why a conversation about finances is of...
Thinking about opening a registered education savings plan (RESP) for your child? Find out about government incentives that can help you invest more in their future. A financial boost To encourage education savings, the Government of Canada and some provincial...
Find solutions with unique benefits to meet your retirement challenges There are three important considerations to keep in mind when you’re building a retirement income strategy: Annuities Systematic Withdrawal Plans Guaranteed Lifetime Income Benefits To determine...
What is estate planning? An estate is not just a home or physical belongings, it represents all the financial assets that can be passed on to charity or loved ones when you die. It may include: a family business, a cottage, a pension, a bank account and more. A...
You can get life insurance that's right for you by following these tips today Buying life insurance for the first time is a big decision. Finding coverage that’s right for you can help take care of your loved ones if you’re no longer there. Life insurance is...
Do you consider yourself well-versed in all matters life insurance, or have you avoided the topic altogether? If so, you're not alone. In fact, just 16 per cent of surveyed Canadians feel like they have a strong understanding of how life insurance works(BMO Wealth...
Why life insurance and critical illness insurance are part of smart financial planning You’re working hard to save for your future. You may have long-term goals, like saving for your first home or retirement. Maybe you’re saving for your next vacation or for something...
Insurance as adaptable as you are Flexible protection that lets you choose your investments and payment schedule. What is universal life insurance? It’s guaranteed, lifelong protection that let’s you invest and build your wealth. And it’s...
