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...
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Life Insurance & Risk Management
Do I need Life Insurance?
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...
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
“How much do we need to retire at 65?”
With so many sources contributing to a households’ retirement income in Canada, many pre-retirees have a hard time wrapping their head around how far their savings can take them in retirement. When...
The Millionaire’s Mind(set)
There’s an old book we’ve had in our office for over 20 years titled The Millionaire Next Door, which was published in 1996 by Dr. Tom Stanley and his colleague Bill Danko. Every time we open...