Whole life insurance provides lifelong protection with valuable additional features. Choosing the right life insurance solution for your situation is extremely important – but the process can feel overwhelming since there are so many different products available. There’s term life insurance, which offers straightforward coverage for a specific number of years. There’s universal life insurance, which provides lifelong protection and includes the opportunity for tax-sheltered i

Why this investment class is a growing opportunity. As stock markets fluctuate, it can be challenging to make the right investment decisions. Good communication with your advisor is incredibly important, and the more you know, the better you can communicate about the best way to achieve your financial goals. Keeping up with the latest investment terms and trends is an important part of the process. While not a new financial concept, you might be hearing more about emerging ma

Ensure loved ones can find your important information in case of an emergency. No one likes to think about it, but if something happened to you, would someone else be able to find your important documents? If you’re injured – or worse – you’ll want a family member or an executor to be able to locate your financial and personal information, such as estate paperwork or health information, quickly and with the least amount of hassle possible. Being prepared can help avoid potent

Understanding the pitfalls of this type of life insurance payout. When it seems too good to be true, it usually is – a life settlement may not be a term that is very familiar, but there is a growing effort to expand this practice in Canada. A life settlement involves the sale of an insurance policy for a cash payout. It may involve a policyholder who is terminally ill or near end of life and in financial distress. A third party will purchase the person’s life insurance policy

What to think about as you prepare to meet with an advisor for the first time. “Every journey begins with a single step” is a popular phrase because it relates to so many milestones that people encounter in life. Pursuing higher education, starting a new job or career, getting married or striving to buy your first home are just some of the journeys that you may have already taken or plan to undertake. And before any journey, you’ll probably want to prepare for it by seeking t