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We Believe In The Value Of Sharing Financial Knowledge

As professionals in our industry, we understand the benefits and the risks associated with financial products and services, and work to keep you educated and informed so that you can feel confident in your financial strategy and future financial decisions.


Planning your retirement
It’s never too early to start planning for retirement. Whatever your dreams, having a strategy in advance will give you the tools you need to make them a reality.


4 different types of life insurance explained (External link)
What’s the difference between term, permanent, participating and universal life insurance policies? And which ones meet your needs?


What is a payout annuity? (External link)
See how a life annuity can convert your savings into guaranteed income payments for life.


What is long term care insurance? (External link)
Here’s how long-term care insurance can help you cover expenses and give you the care you need as you age.


How much life insurance do you need? (External link)
When should you think about buying it? Certainly, when you have someone who is dependent on your income. Then the question is: How much life insurance do you need?


Should you consolidate your savings? (External link)
Find out how consolidating your savings can make managing your investments simpler.


What’s an FHSA? (External link)
Dreaming of owning your first home? The First Home Savings Account (FHSA) is here to turn that dream into reality.


What is critical illness insurance? (External link)
Critical illness insurance (CII) is coverage that can help Canadians or those living in Canada pay the additional costs associated with life-altering illnesses.


What is an RESP? (External link)
The basics about RESPs – and how RESPs can help you save for a child’s or grandchild’s post-secondary education.