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3 Differences: Do you have an Estate Plan or a Legacy Plan?

Do these two terms mean something different? We happen to think that an Estate Plan might not have nearly the same intergenerational impact as a Legacy Plan that is fully realized. Read more [...]

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Begin with the End in Mind

As part of an ongoing series, we are sharing Jesse Martyn's recent whitepaper called Begin with the End in Mind. It is a technical paper that aims to have a look at a selection of products [...]

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Connecting & Reconnecting

How can we make the space for big conversations like legacy planning? This could be a good time to start the process of thinking about what it is you may want to communicate about your legacy [...]

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Planning for Resilience

Each year we don’t put aside for that rainy day or pay that insurance premium, we’re better off in the short term. But given long enough, the highly improbable becomes inevitable. At its heart, [...]

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Assurance for Uncertain Times

In these challenging times, we have been fielding some questions and concerns from clients with concerns around making their insurance premium payments. Some others have also reached out to ask [...]

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For singles or people without children, what will your footprint be?

When most people with children are asked about their legacy, they speak about their children and the impact they will have on the world. For people who don’t have children and so without this [...]

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Estate Planning: 3 Dangers Facing Your Legacy

Congratulations! You have a will and power of attorney. You're finished with estate planning … or are you? Even beyond the fact that wills and other estate documents need to be reviewed as your [...]

Happy Holidays

This holiday season in lieu of traditional cards and gifts, we have decided to match charitable donations by our employees. Charitable giving and helping our community are core values to each [...]

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Welcome to the new Canada Life

Let’s face it – the financial services industry is complex – even for those of us who work in it. And like most Canadians, the flood of information available to you maybe isn’t making it any [...]

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Insurance for Your Whole Life

Life insurance comes in many shapes and sizes and finding the right fit for your life can be daunting to say the least. It can be tempting to simply find the least expensive solution and go with [...]