Life and health insurance can play many roles in your financial plan, including safeguarding your wealth and protecting your loved ones in the event of your death or unforeseen illness.
Beneficiary designation and how it can benefit your estate plan
Designating a beneficiary for your registered account or insurance policy can provide important benefits. Here are the points to consider for estate planning.
Industry studies that attempt to quantify the value of financial advice have found that working with a financial advisor has real benefits. Learn more.
Why participating whole life insurance might be right for you
A participating whole life insurance policy provides tax-free growth while you’re alive and a tax-free lump-sum payment to your beneficiaries when you die.
Cover Future RRSP/RRIF Taxes With Permanent Life Insurance
Whether your money is invested in a registered retirement savings plan (RRSP) or a registered retirement income fund (RRIF), any balance remaining will be taxed upon your death unless the RRSP or…
Access Cash From Your Permanent Life Insurance Policy
Permanent life insurance can provide you, your family and your professional corporation with a wide range of benefits. One of these benefits is the cash value that can accumulate over time without…