Our Office will be closed Monday, October 11th
We hope you enjoy your long weekend, Happy Thanksgiving!
Yes, our office is open to the public!
Please visit our Covid-19 Information Page for our policies & procedures - we look forward to seeing you!
Winter is coming... are you ready?
Every year as Autumn sets in, Canadians start preparing for the colder weather.
Have you made an appointment to switch to your winter tires? Is it time to finally winterize the lawnmower and prep the snow blower? What's on your autumn to-do list?
Here's some suggestions from Lifehack to consider before the snow arrives...
Download Our Free Fire Safety Guide
Is your family prepared to handle a house fire? Do you know the steps to prevent one? Do you have a go-plan to keep your family safe in the event of a fire emergency in your home? If not, our free ebook can help. Sign up below to receive your copy of “Stop, Drop, and Go: 12 Essential Steps To Keep Your Family Safe from Fire.”
How Much do You Know About Investment?
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."
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What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Is Cyber Liability Insurance Right for You?
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What is a Premium?
Do you know what a Premium is?
Debt Stress
There’s a link between debt and stress.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
What is Blanket Coverage?
Do you know what Blanket Coverage is?
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What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Snapshots
Your life is marked by images. Prepare for the unexpected, so you can keep those pictures going.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.