Growing Families
Growing Families
Who's this for?
- Age 30 to 44
- Starting to be established in career
- Recently married/common-law relationship
- May have children
- Recently purchased first home
Benefits
- Paying off mortgages
- Establish an emergency fund
- Staying on Budget (Download our app!)
- Make a spending plan-short, medium and long term
- Saving for children’s education
- Saving for retirement
- Taking care of the “What-ifs?”
- Disability
- Critical Illness
- Premature Death
- Make a will
Latest News
Group Retirement Benefits
Working at an organization that offers a pension plan is one of the greatest financial advantages a Canadian can enjoy. Pension plans are designed to provide retirement income and help employees reach their retirement goals and for business owners- help retain key employees.
Estate Freeze
An estate freeze can be an integral part of your estate planning strategy. The purpose of an estate freeze is to transfer any future increase in your business’s value (generally shares) that you own to someone else.
Self Owned vs. Bank Owned Mortgage Insurance
Before buying insurance from your bank to cover your mortgage, please consider your options. What does the insurance cover?