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As financial planners who put our clients first, we’re happy to see the industry begin to dig deeper into unsuitable sales of various life insurance products. The Financial Services Regulatory Authority of Ontario (FSRA), who is the regulatory body for life and health...
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...
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...
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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Given the events that have transpired over the past few weeks, it seems like a good time to pass along a friendly reminder that changing your investment plan based on emotions and market conditions...
Planning for retirement can feel overwhelming, especially when trying to figure out how much you really need to retire comfortably. While there’s no single answer for everyone, a few key benchmarks...