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Financial Library

Back to Basics

Back to Basics!

What problems does the financial industry solve for Canadian consumers? Where is the value added for interacting with the financial industry and why use an Advisor versus doing it yourself online?

To address these questions, here is a refresher on why the financial industry exists in the first place.

Simply speaking, there are two basic functions for the financial industry:

Can You Be Over-Insured?

Can You Be Over-Insured?

Most Canadians take the correct steps to protect their property against loss in case anything they own is lost or stolen.

Identifying Alzheimer's Symptoms

Identifying Alzheimer's Symptoms

As the human brain ages and matures, it’s perfectly natural for memory to undergo a great deal of changes. The brain becomes less pliable and less able to form memories, which can lead to occasional forgetfulness or absent-mindedness.

Principal Residence Exemption Rule Changes

Principal Residence Exemption Rule Changes

The new October 2016 Federal Government Principal Residence Exemption (PRE) rules are causing many Canadians to review and revise existing Wills and Estate Planning strategies according to STEP (The Society of Trust and Estate Planners).

Critical Tips for Avoiding Identity Theft

Critical Tips for Avoiding Identity Theft

No one wants to think about having their identity stolen or experiencing a theft of their finances. It is unpleasant, distasteful, and often feels like the type of thing that happens to other people, not to ourselves.

Long-Term Care Solutions

Long-Term Care Solutions

There is a common misconception that, if left unaddressed, can having a devastating effect an individual’s long-term financial well-being. It is the belief that long-term care costs are fully covered by provincial health care plans if you or a loved one ever need this special type of care.

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