A Certified Financial Planner® isn’t your average guide through the financial world; they’re the trailblazers who’ve gone the extra mile to achieve remarkable expertise. In this blog post, we’ll explore what sets a CFP apart from other Financial Planners, highlighting the unique value they bring.
This month we would like to highlight our wonderful team member, Crystal Kelly. Crystal has been studying hard for months towards her Certified Financial Planner® (CFP) designation, and just received confirmation that she has passed the exam!
By Avenue Living Asset Management The past year has been punctuated with announcements of rising interest rates, as the Bank of Canada (BOC) redoubled their efforts to combat inflation with successive rate hikes. The latest, in July, brought the overnight rate up by...
As a business owner, your business represents not only your livelihood, but the culmination of your hard work, passion and vision. Unforeseen circumstances can pose significant risk to your business’s continuity and financial stability. Protecting your business from these risks is crucial. In this article, we explore three key risk management strategies.
Have you heard of Canada Life My Par Gift participating life insurance? It is a unique form of life insurance designed for charitable giving. The registered charity receives the payout on death of the insured person! Are you interested in learning more? If so, read the following article by Canada Life discussing some of the ins and outs of this type of policy.
Keep reading to discover what we believe are the 6 most important financial planning considerations for small business owners.
This blog post will discuss leveraged life insurance. Keep reading as we examine the issues and tax implications where a corporation acquires an exempt life insurance policy with the intent of accessing the policy’s cash value by collaterally assigning the policy to a bank at a later date.
The First Home Savings Account (FHSA) can be a valuable tool for individuals who are planning to buy their first home. Keep reading to learn more!
There are various ways to save for retirement that offer stable growth potential while also reducing risk through overall portfolio diversification. Whether you’re just starting out or already have a substantial nest egg set aside, read the following article for a look at two unique ways adults can save and invest for their retirement beyond RRSPs.
For Canadians, investing in an RRSP is one of the smartest investments you can make. Not only does contributing to an RRSP offer numerous tax advantages, but it can also give you peace of mind knowing that your money is working hard towards securing your future. In this article, we’ll explore 4 key benefits of investing in an RRSP