Articles & Insights

Buying a life insurance policy is a substantial first step in creating a financial sound future for your family. However, the benefits of your policy can be just as effective during your life. Explore how your life insurance policy can help create a strategic cash flow plan for college or retirement.

10 of the best quotes from women leaders on working hard, taking risks and learning from failure.

Discussing an estate plan is no walk in the park, but it may be easier to address when you think about what it truly is - the gift of passing on a legacy in a tax-efficient manner to your loved ones.

While the concept of budgeting may sound overwhelming (and unachievable) at first, there is a simple solution to help ease your fears — it’s called the 50/20/30 budget rule.

With all the new tech products out there, are you fully utilizing these helpful tools to make your life easier? Check out some of the top smart home gadgets.

Global equity markets had modest returns in the third quarter after a stellar first half of the year. Markets traded sideways due to 3 main factors--a slowing global economy, which affected company earnings, rising geopolitical tensions in the Middle East, and ongoing trade tensions between the United States and China, which affected global trade volumes.

The lazy days of summer are ending, and life’s about to get busy again with school and work back in full swing. The big question is, Does your schedule allow enough time for a good night’s sleep? All too often sleep gets put on the back burner in favour of finishing homework or preparing for tomorrow’s important presentation. In fact, a report by Statistics Canada found that one-third of Canadians sleep less than the recommended seven to nine hours a night.[1] When we don’t get enough shut-eye we can get irritable, stressed and more prone to getting sick. What’s more, it’s estimated that a lack of sleep costs Canadian businesses about $21 billion a year in lost productivity.[2]

Ever notice how many of life’s biggest goals have some financial component? Sure, you can master a foreign language or run a marathon without making a significant financial commitment. But try buying a home, starting a family or helping your kids go to university. Same goes for retiring early or leaving a legacy. Without disciplined planning and saving, these goals can just slip away.

What ever happened to the lazy, hazy days of summer?! Labour day has come and gone, the kids are back in school and the days of wearing shorts all the time are numbered. August was anything but relaxed as far as global events were concerned. Brexit continues, the US and China are no closer to agreeing on trade issues, Hong Kong unrest is in its third month and various hotspots keep the headlines churning. The markets, in turn, have been volatile. In spite of that, most assets are up quite handsomely, year to date.

How often do you review the values of your investment portfolios? Every year? Every quarter? Daily? A study was done involving the S&P 500 Index which is a broadly accepted index out of the USA that depicts the overall health of the economy.

(April 2019) What a difference three months make After a near bear market in the final three months of 2018, we have experienced a sharp reversal in global equities during the first quarter of 2019. The stage seems to be set for this year’s rally, with hints to a resolution in the U.S. and Chinese trade...