by Ryan Douglas | Sep 1, 2017 | Blog, Business Owners, Finance
Writing an estate plan is important if you own personal assets but is all the more crucial if you also own your own business. This is due to the additional business complexities that need to be addressed, including tax issues, business succession and how to...
by Ryan Douglas | Oct 4, 2016 | Blog, Life Insurance, Mortgage Insurance
Before buying insurance from your bank to cover your mortgage, please consider your options. What does the insurance cover? From the bank: only the balance of your mortgage From us: whatever you need it to cover such as debts, line of credit What happens as my...
by Ryan Douglas | Sep 19, 2016 | Blog, Students, Useful Links
Funding youth hockey is expensive for parents. The more elite their children get, the greater the fees. Read more
by Ryan Douglas | Sep 1, 2016 | Blog, Business Owners, Education, Estate Planning, Executive Benefits, Families, Financial Planning, Individuals and Families, Students
Post-secondary education can be expensive, however having the opportunity to plan for it helps with making sure that you’re capable to meet the costs of education. In addition, when you have a plan, it’s easer to make financial decisions that align with your...
by Ryan Douglas | Aug 1, 2016 | Blog, Business Owners, Estate Planning, Executive Benefits, Life Insurance
Major changes are coming to life insurance, if you’re looking to apply for life insurance or review your insurance needs, this is the best time to do it. The last significant changes made to life insurance were in 1982. Sit down with us to do a review prior...