2026-09-22 · Corporate & Business Wealth Planning
Family businesses drive half of Canada's private-sector economy, yet most owners never formally plan how ownership passes to the next generation. A researched, human look at why succession is so hard, a worked case study, five succession paths with pros and cons, and how an estate freeze — often with life insurance behind it — can hold a family together.
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2026-09-18 · Markets & Investing Discipline
The CLARITY Act's failure in the Senate, and a string of single-tweet crypto crashes this year, raise the same question: whose hands do you want your long-term savings in? A researched look at what experts say changes now, and why real, established businesses hold up differently.
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2026-09-14 · Family Protection Planning
Critical illness insurance is built around a number most people underestimate: nearly one in two Canadians will get cancer. A well-researched look at what CII actually covers, the real financial gap it fills, and how a Return of Premium option turns it into money back either way.
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2026-09-10 · Corporate & Business Wealth Planning
The business you spent 20 years building may not be the asset your family actually receives. If you died tomorrow, would there be enough cash to pay the tax bill your shares create?
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2026-09-07 · Family Protection Planning
A small permanent life insurance policy bought for a child protects three generations at once. A concise look at how it works, a Beneva example of built-in protection, and a worked family example with an illustrative growth chart.
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2026-09-04 · Family Protection Planning
Group life insurance through work is a real, strong benefit — but it has predictable gaps. A plain-language look at where those gaps are, backed by Canadian survey data, and how an advisor review helps close them.
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2026-08-29 · Trade Tensions & Markets
A plain-language look at the Canada-U.S. tariff standoff — what's actually in effect now, the real job and GDP numbers behind it, why markets have mostly shrugged it off, and what it means for your plan.
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2026-08-25 · Family Protection Planning
Most people think life insurance just pays off debt. Its bigger job is making sure your family doesn't have to downgrade their home, routine, or future — using real Canadian cost-of-living numbers to show what that actually takes.
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2026-08-17 · Debt & Cash Flow Planning
A plain-language look at why Canadian household debt just hit a record high, how interest and minimum payments quietly keep balances alive, and how to choose between the debt snowball and avalanche methods.
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2026-08-08 · Corporate & Business Wealth Planning
For incorporated professionals and business owners, corporate insurance is less about the worst-case scenario and more about protecting — and building on — the wealth already sitting inside the company.
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2026-08-07 · Family Protection Planning
Life insurance isn't really about death — it's about making sure the people who depend on you are still taken care of, even if you're not there to do it yourself.
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2026-08-05 · Global Events & Inflation
A plain-language look at how Iran-U.S. tensions move oil prices, what that's actually cost this past week, and what it means for inflation and your budget in Canada.
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