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Crystal Kelly Receives her CFP® Designation

Crystal Kelly Receives her CFP® Designation

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!

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Discover Life Insurance for Charitable Giving

Discover Life Insurance for Charitable Giving

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. 

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Leveraged Life Insurance – Corporate Ownership

Leveraged Life Insurance – Corporate Ownership

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.

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Ways to Save for Retirement Beyond RRSPs

Ways to Save for Retirement Beyond RRSPs

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.

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4 Benefits of Investing in an RRSP

4 Benefits of Investing in an RRSP

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

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