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john5640
May 3, 20212 min read
What are the main types of life insurance?
You’re not alone in thinking about life insurance. For many Canadians, it’s an important part of a comprehensive financial plan. It can...
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john5640
Apr 26, 20212 min read
Preparing your garden in the spring
Not only is growing your own fruit, vegetables, flowers and herbs a source of pride, it also provides yummy results. The key is...
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john5640
Nov 5, 20203 min read
Transition Your Business to New Ownership with Succession Planning
If you’re a small business owner and you haven’t made a succession plan, now is a good time to start.  You can help your business change...
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john5640
Oct 6, 20202 min read
10 Simple Money Management Tips
Start moving towards financial security for your family with 10 simple money management tips Knowing you have enough money to pay for...
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john5640
Oct 6, 20203 min read
How To Choose The Right Insurance Advisor
Thinking about life insurance, but not sure where to start? Working with a licensed insurance advisor who is knowledgeable about the...
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john5640
Jun 4, 20202 min read
Five ways to get rid of debt
Five strategies for eliminating personal debt so you can do the things that are truly important to you. Canadians owe $1.65 for every...
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john5640
May 19, 20202 min read
Disability insurance
Protect your paycheque Disability insurance works when you can’t. It can give you tax-free monthly income to help pay expenses if an...
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john5640
May 5, 20203 min read
Changes to the tax return — pre- and post-COVID-19
News & Views In late February, Canada Revenue Agency (CRA) announced several changes to the 2019 tax return. By early March, the COVID-19...
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john5640
Mar 5, 20202 min read
Estate planning: when to bring it up?
Some tips to make it easier to have this important and often taboo conversation with your loved ones Did you know that the vast majority...
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john5640
Feb 18, 20202 min read
Life insurance for newlyweds or if you’re expecting a baby
3 Frequently asked life insurance questions answered here for newlyweds and/or parents-to-be: 1. I will be a stay at home parent – and...
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john5640
Feb 6, 20204 min read
Mutual funds vs. segregated funds: What's the difference?
If you’ve made the decision to invest some of your money, you may be wondering which option will offer you the best bang for your buck....
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john5640
Jan 7, 20202 min read
Why you need an emergency fund and how to build one
When it comes to building your financial plan, there are the obvious elements that we all know about. Daily banking and budgeting,...
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john5640
Dec 10, 20192 min read
How to buy life insurance for the first time
You can get life insurance that's right for you by following these tips today Buying life insurance for the first time is a big decision....
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john5640
Nov 6, 20192 min read
Why purchase disability credit insurance if you rent?
If you suddenly lost your income, would you be able to keep up with payments for rent and financial obligations? Disability credit...
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john5640
Oct 24, 20192 min read
Term Life Insurance
Protect what matters most to you. Term life insurance can cover significant financial commitments if you are no longer there to support...
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john5640
Oct 10, 20192 min read
How to prepare for difficult times - Critical Illness
Critical illness insurance Critical illness insurance can help provide financial support during difficult times, allowing you to focus on...
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john5640
Sep 18, 20192 min read
Estate planning
Diversify your investments and reach your financial goals faster. What is estate planning? An estate is not just a home or physical...
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john5640
Aug 8, 20193 min read
Little tips for managing your money in a relationship
A helpful guide for partners who are merging finances. As a relationship progresses, it’s natural to begin sharing goals and dreams. But...
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john5640
Jun 25, 20193 min read
Why More Couples Say "I Do" In June
With its azure blue skies and balmy temperatures, it’s little wonder that the month of June is preferred to mark nuptials. Yet weather...
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john5640
May 1, 20191 min read
You worked hard to build your wealth. Make sure your wealth is working hard for you.
Increasing your financial assets can be as easy as having the right advice. Did you know that households are more likely to accumulate...
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