Insurance & Investments

Simple. Fast. Easy.®

A value-oriented approach

Investment Views, Investments

This article was written by David Keelaghan, News Editor and originally appeared in Wealth Professional on February 21, 2017.

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The stages of life insurance: Part I

Helpful Tips, Insurance

Most millennials think they don’t need life insurance. But did you know that nearly 3 out of 5 millennials say that if they suddenly passed away they would be concerned about the financial wellbeing of their loved ones?For many in this age range, life insurance never crosses their minds until a life changing event like marriage or having kids takes place.

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Five basics about managing money

Investments, Personal Finance

Research is finding that more and more aging Canadians today aren’t saving for retirement. They are seeking financial freedom. That’s not freedom from money. It’s the kind of freedom they feel when they can do what they want to do and when they want to do it. Yet we all know that how we manage, invest and spend our money can have a huge impact on our life and our lifestyle.

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