Protect My Family

Life Insurance, critical illness, disability insurance and protecting the people who depend on you.

Build My Wealth

TFSAs, RRSPs, FHSAs, RESPs and strategies for building wealth over time.

Plan My Retirement

CPP, OAS, RRSPs, RRIFs and turning your savings into retirement income.

Protect My Estate

Taxes at death, beneficiaries, wills, estate planning and strategies for transferring wealth to the next generation.

Plan for My Business

Corporate planning, buy-sell agreements, key-person protection, succession and strategies for turning business wealth into family wealth.

What Happens to Your RRSP When You Die?

Your RRSP may be one of your largest assets. That doesn’t necessarily mean your beneficiaries receive the amount shown on your statement.

Should You Take CPP at 60, 65 or 70?

Starting earlier means receiving less sooner. Waiting can mean receiving more later. So how do you decide?

How Much Life Insurance Do you Actually Need?

Sometimes the answer isn’t based on what you owe. For some families, life insurance is about what they want to leave behind. Intergenerational Planning and Estate Magnification

TFSA or RRSP: Where Should Your Next $1,000 Go?

Both can help you build wealth, but they work very differently. Your income, tax rate, goals and timeline can change which one deserves your next dollar.

You Have $500,000 in Your Corporation. Now What?

Leave it there? Invest it? Pay yourself? Use it for retirement or estate planning? Building corporate wealth creates a new set of decisions.

Can Life Insurance Help You Leave More to Charity?

For some Canadians, life insurance can create a significantly larger charitable legacy while also generating charitable tax credits that may help reduce tax payable by the estate.