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Is it Time for your Insurance Audit?

Has it been awhile since you last looked at your insurance portfolio? Are you a little vague in your recollection of all the coverage you have and why you have it? Are you uncertain as to whether or not your portfolio reflects your current situation? Just like going to the dentist for regular checkups...

Family Business Planning Strategies

67% are at Risk of Succession Failure If you are an owner in a family enterprise, the chances of your business transitioning successfully to the next generations is not very good. This has not changed over the years. Statistics show a failure rate of: 67% of businesses fail to succeed into the second...

Group Insurance – Only Part of the Solution

Ownership of individual life insurance at its lowest level in 30 years The Life Insurance and Market Research Association (LIMRA) 2013 study shines a light on a developing problem for Canadian households: Individual ownership of Life Insurance was at its lowest level in 30 years; 3 in 10 households did...

TFSA Vs. RRSP?

One of the most common investment questions Canadians ask themselves today is, “ Which is better, TFSA or RRSP ” ? Here’s the good news – it doesn’t have to be an either or choice. Why not do both? Below are the features of both plans to help you understand the differences. Tax Free Savings...