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Plan Smart Today. Live Better Tomorrow.

Exploring Your Life Insurance Options

You already know that life insurance provides you with a lump sum benefit payable to your beneficiary, but there are so …

The Ultimate Planning Tool: For prioritizing what you want when you want

Permanent life insurance – it’s a great planning tool that facilitates beneficial tax and estate planning opportunities …

Looking Good: Prostate Cancer’s Sharper Image

Prostate cancer is the third leading cause of cancer-related death among men, but with emerging medical technologies, mo…

Beneficiary Designations and the Importance of Transparency

Now more than ever, it’s important to be clear about your beneficiary designations. Read this article to learn more abou…

Shining a Light on Seasonal Affective Disorder (SAD)

With summer almost gone, days are getting shorter and darker. For many, seasonal affective disorder or SAD is a serious …

SMART TALK... about digital assets

When estate planning, you’ve taken your physical assets into account, but have you considered your digital assets? Your …

The Family Divide: Policy Transfers Amongst Family

The transfer of an insurance policy between family members can certainly get a little tricky. However, there are some in…

Loneliness – Hope on the Horizon

As the COVID-19 pandemic continues, many of us are starting to know the true meaning of loneliness and feel its negative…

Critical Illness Insurance – Financial Protection Or Your Money Back!

Critical illness insurance is a win-win. It offers you the protection you need in the event of a critical illness and so…

Things to Consider When Renewing Your Term Insurance Plan

Term insurance offers many benefits including income replacement and the opportunity to pay off debts. However, when it …

Beneficiary Designations – Making Sure Your Money Goes Where You Want

Recent Ontario legislation has thrown the legitimacy of beneficiary designations into question, making it more important…

SMART TALK... about will planning and drafting

Will and estate planning can be a complicated yet important process. By focusing on your vision and working through each…