Navigating Life's Major Events

28 December, 2017

Filed Under: Financial Planning

Financial planning can help you prepare for life’s major financial events. Creating a financial plan helps you set both short-term and long-term goals, an important step in mapping out and navigating your financial future.... Read More

A Prescription for Financial Health

14 December, 2017

Filed Under: Financial Planning

Most of us make time to have regular check-ups with our doctors, dentists, and other health-care professionals. We even bring our cars in for check-ups to ensure they continue to run well.... Read More

Estate Planning: Preparing for a Necessary Decision

7 December, 2017

Filed Under: Estate Planning

It might not be a conversation you feel ready to have, but it’s probably one of the most important you will have, both with your family and your financial advisor... Read More

The Benefits of Consolidating Your RRSPs

9 November, 2017

Filed Under: Retirement Planning

Diversifying your investment allocation is a tenet of successful investing. Diversifying your accounts, however, may limit your investment potential. Many Canadians have multiple financial advisors, so it is safe to say that they may also have two or... Read More

Taking Charge: Women Inherit Expanding Financial Role

2 November, 2017

Filed Under: Wealth Management

A new infographic from IPC Private Wealth shows that in less than 10 years, women will control almost half of the accumulated financial wealth in Canada. It makes sense. Women are more active in the workforce either as higher level executives... Read More

Congrats to our Scholarship Recipients

26 October, 2017

Congratulations to our 2017 Foresters’ scholarship recipients

Congratulations to our 2017 Foresters’ scholarship recipients. Through their charitable efforts and willingness to share time with others, Katelyn, Trevor and Tyler (pictured right) were rewarded with $2,000 each towards their post-secondary... Read More

Independent Living Insurance

19 October, 2017

Filed Under: Financial Planning

If the insured becomes unable to perform 2 of the following 6 activities of daily living without the help of another person: bathing, dressing, toileting, transferring, continence, eating... Read More

Transforming Older Houses for a Newer Way of Living

12 October, 2017

With summer activities winding down, it’s a good time to think about internal home renovations. Summer weather is great for exterior jobs like roofing, deck work and landscaping. Now the attention can turn to the interior to increase... Read More

10 Ways to Grow Your RRSP

5 October, 2017

Filed Under: Retirement Planning

Canadians are increasingly relying on their own resources to fund their retirements. Here are ten strategies to make your RRSP grow and increase your retirement capital... Read More

Is Joint Insurance Coverage Right for You and Your Spouse?

28 September, 2017

Filed Under: Financial Planning

You and your spouse may share a bank account, a home, or a business. How about an insurance policy? There are good reasons to consider joint insurance coverage – commonly known as ‘joint last-to-die’, a single contract based on the lives of two... Read More