One discussion we seem to run into over and over again is the need for life insurance. It seems like a pretty simple question, but many Canadians fail to address the need for life insurance until it is too late. It is one of the most misunderstood products in...
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Life Insurance & Risk Management
Life Insurance to Protect Your Mortgage
As Financial Planners in Cornwall, one area we can add a great deal of value for clients is managing risk, especially as it relates to Life Insurance and estate planning. With Life Insurance, people generally focus on two primary attributes – the premium and the...
Life Insurance – who needs it anyway?
Seems like a pretty simple question, but many Canadians fail to address the need for Life Insurance until it is too late. Many life events trigger a need, such as buying a home, having children, wanting to leave a legacy, etc…. With Life Insurance, people generally...
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Recent Posts
The First Time Home Savings Account (FHSA)
Canada announced a brand-new account for Canadian Residents to save for their first home purchase, which began April 1st 2023. The Tax-Free First Time Home Savings Account (FHSA) adds yet another...
The Year Ahead
The last 12-15 months have undoubtedly tested investor’s patience. Many factors – inflation, rising interest rates, and choppy equity markets are seemingly converging all at once, which has led to...