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Disability insurance for the independent owner-operators.
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For independent contractors, we’ve put together a financial checklist.
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Financial advice to help you reach your short, medium and long term financial goals.
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Retain and attract talent with customized and competitive benefit plans.
Strategies for Families
Customized solutions based on you, plans for you to accumulate and protect your wealth.
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Latest news

2021 Financial Facts
Manage your finances for 2021. There are a lot of financial facts to keep track of. Here's our handy sheet with the important amounts and dates to help you manage your finances.

The importance of a suitable travel health insurance policy
The importance of taking out a robust travel health insurance policy, which is appropriate for your needs cannot be underestimated if you plan to travel outside of Canada, no matter where to or for how long. Naturally, there are many different types of product on the market and therefore decisions have to be made in relation to the type of cover that you require but, as a minimum, you should consider taking out health, life and disability coverage so that you don’t get caught out for medical treatment in other countries, should an accident or illness strike. Additionally, it is worthwhile taking out insurance for flight disruptions, lost luggage and documents etc. if you are flying, as such incidents can be costly and inconvenient.

TFSA vs RRSP – What you need to know to make the most of them in 2021
Both TFSAs and RRSPs can be significant savings vehicles for your clients. We've put together an article to help your clients easily understand the differences between them – with one section focussing on differences in deposits and one focussing on differences in withdrawals.
The deposit section focuses on:
• How much contribution room is available each year
• How carry forward works for TFSAs and RRSPs
• Tax deductibility of contributions
• Tax treatment of growth
The withdrawal section focusses on:
• Conversion requirements
• Tax treatment of withdrawals
• Impact of withdrawals on government benefits
• Impact of withdrawals on contribution room