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The choices in life insurance can seem overwhelming, and they are difficult to understand at first glance. It’s hard to know exactly where to start. let’s look at a few questions to [...]

Whether you’re looking for the affordability of term insurance or the lifelong protection of permanent insurance — or a combination of both — we have options to fit your needs and budget. [...]

Financially, people have a lot on their plates, from paying off debt, growing RRSP’s, managing day-to-day expenses to buying houses for their growing families. So it’s not surprising that [...]

IMPORTANT DATES January 4, 2018 Income tax forms– If you are doing your own tax return, we strongly recommend using tax software rather than pre-printed forms to prepare your return, [...]

We know that for most Canadians, their tax bill isn’t top of mind until April tax season. While tax planning should be a year-round exercise for investors to students to small business [...]

The role of your advisor is to give you helpful, informed advice as you build and carry out your plan. To do this, your adviser will need to invest time to get to know you, your financial [...]

A new concept is sweeping the global investment community. It’s called goals-based portfolio management. The concept, which applies to the average investor, was discussed at a conference held in [...]

ASC to investors: Stay away from Bristol Financial CALGARY – August 3, 2016 – The Alberta Securities Commission (ASC) is warning Alberta investors to exercise caution if solicited by Bristol [...]

Socially Responsible Investing (SRI) continues its transition into the mainstream and SRI solutions are enjoying the increased profile and demand that comes with mass market awareness. Never has [...]

With lower allowable contribution limits to Tax-Free Savings Accounts and higher tax rates, Canadians may be looking for new ways to shelter their money. An alternative is through permanent [...]