Protect Your Business: How Insurance Delivers Security and Opportunity

Protect Your Business: How Insurance Delivers Security and Opportunity

If you’re a business owner, insurance can help provide not only protection, but opportunity when it comes to growing your business. Life insurance policies can help protect shareholders and their family members, the corporation itself, as well as key persons to the business. It can also help enhance cash flow to the corporation by assigning the policy as collateral for a loan. Let’s take a closer look.

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How to Prepare for a Wealth Transfer

How to Prepare for a Wealth Transfer

We recently posted a new article on our client support and education site about "How to prepare for a wealth transfer"... Did you know that between 2020 and 2030, Canada is poised for over a $1 trillion intergenerational wealth transfer (1)? That’s $1 trillion being transferred from parents to their children and grandchildren. However, all of this comes with some concern as retired Canadians find themselves with a great deal of accessible cash and questions over how to invest and transfer it… soundly.

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The Value of Taking Risks

The Value of Taking Risks

We recently posted a new article featuring an innovative and insightful tool on our client support and education site about "The Value of Taking Risks"... For many it may seem like an easy decision to invest in guaranteed return investments when rates are high, but it’s important not to lose sight of inflation. The objective with investing is to increase purchasing power through earning at a rate higher than inflation. If inflation is, say, 5% but interest rates are also 5% then the real interest rate is 0% and there is no increase in purchasing power...

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