Insurance & Investments

Simple. Fast. Easy.®

Accumulating money - 3 things you need

Investments, Personal Finance

We hear so much from the media that we are not saving enough for retirement. This message is beaten into the minds of middle and upper middle income Canadians. Saving for retirement is tough, considering all the demands you have now. Investment choices are mind boggling. And rates of return rule the roost.

Read More

Life insurance mistakes to avoid

Helpful Tips, Insurance

There is no question that confusion exists when it comes to the topic of life insurance, and where there is confusion, mistakes can happen. So, to help you learn from other’s experiences, here are some common life insurance mistakes to avoid before, during and after you make a life insurance purchase: 

Read More

Market Master Keys, Gaelen Morphet, Part 2

Investment Views, Investments

This is Part 2 of 2 with guest blogger Robin Speziale, Author of Market Masters: Interviews with Canada’s Top Investors.

Read More

Federal Budget 2016: What wasn't proposed?

Investments, Personal Finance

A number of measures or new rules have been the subject of speculation or were specifically mentioned in government documents over the last number of months. Federal budgets can be quite lengthy and confusing. It’s easy to miss items or misunderstand what they propose. Let’s spend a little time listing some of the measures that were not introduced in Federal Budget 2016 by the Liberal government.

Read More