Choosing a Beneficiary

That task of choosing a beneficiary for your estate can be daunting – who will receive what, who will benefit the most? On the other hand, many people name their spouse as their beneficiary, leaving their spouse with the task of distributing the wealth of the estate after their passing. When deciding on who will […]

Read More

February is for Loving…Educators!

February has long been known as the ‘month after our own hearts’. With Valentine’s Day and the Heart and Stroke Foundation’s “Heart Month”, we’re used to seeing February through rose coloured glasses. It only made sense for us to extend that love to all the educators we appreciate and support all year long! That is […]

Read More

Isn't having savings enough

Isn’t Having Savings Enough?

If you’re like most financially savvy planners you likely have a sum of money put away in a savings account or RRSP. Many of us save for retirement, for our children’s education, or for the unexpected rainy day. Some financial advisors recommend having enough savings to cover 6 months of your expenses, but should you […]

Read More