Wealth strategies
Insurance
Prepare for unexpected life events.
Insurance
A widower’s story: Benefits of insurance planning
François had no business acumen or talent for the design business and, although he had a cordial relationship with his wife’s business partner, he worried…
Insurance
Wealth management and the “I” word
Life insurance offers financial protection against the unexpected, but it’s also a flexible tool to help you build wealth & achieve your goals in a…
Insurance
Does your future estate face a hefty tax bill?
For someone with complex wealth needs, you may be searching for solutions to tackle several wealth planning issues. Consider an Immediate Financing Arrangement, which addresses…
Estate planning
Cottage succession planning
We explore one family’s situation and the cost-effective, tax-efficient solution they relied on to ensure their cottage stays within the family for generations.
Insurance
Long-term care insurance
Are you prepared for the possibility that sometime in the future, you or a loved one might require help to manage your daily needs?
Insurance
Insurance for each stage of your life
Incorporating insurance into your wealth plan should never follow a “set it and forget it” approach. This infographic helps you consider the role of insurance…