Losing a spouse is one of life’s most painful experiences. Amid the emotional weight of grief, financial responsibilities can feel overwhelming—and many people aren’t sure where to start. As a financial advisor, I’ve helped many clients navigate this difficult transition. Below is a compassionate, s...
Blog tagged as Tax Saving
20.06.25 08:07 AM - Comment(s)
As a business owner in Canada, you work hard to grow your company and protect your assets. But have you considered how life insurance—specifically corporate-owned permanent life insurance—can play a strategic role in your financial plan?
Permanent life insurance isn’t just for personal protection or ...
03.06.25 05:39 PM - Comment(s)
Spring in Canada means longer days, warmer weather, and the satisfying feeling of starting fresh. While you’re swapping winter boots for sneakers and opening up the windows, it’s also a perfect time to give your finances a seasonal refresh.
Here are five smart money moves to help you reset, refocus,...
08.04.25 12:47 PM - Comment(s)
In today’s economic landscape, business owners are constantly looking for tax-efficient strategies to protect and grow their corporate assets. One powerful but often overlooked strategy is using corporate-owned whole life insurance as a tax shelter. This approach allows businesses to preserve wealth...
05.04.25 06:06 AM - Comment(s)
The world feels like it’s spinning faster than ever. Trade wars between the US and Canada, volatile stock markets, global conflicts, and economic uncertainty dominate the headlines. It’s easy to feel overwhelmed, anxious, or even tempted to make impulsive decisions about your finances. But in times ...
02.04.25 10:02 AM - Comment(s)
