“In this world nothing can be said to be certain, except death and taxes.” – Benjamin Franklin While death and taxes may be certain, the variables in and around them are certainly not. That’s why they warrant attention and planning. The following analysis provides some food for thought when deciding whether to use proactive tax […]

Life Insurance Basics for Canadians in 2021 Getting protection for your family is more important than ever before, especially with the threat of COVID-19 still active. Even if this virus will not come to pay us a visit this year, death can occur anytime. While it may not be fun to think about it, getting […]

Clients may prefer communicating by text, but texting clients comes with risks This pandemic has made it crystal clear that we need to take care of ourselves before we are able to take care of others. But how do you rationalize putting yourself first when the regulators’ message — as evidenced in the client-focused reforms […]