09/10/2026
More young Canadians are recognizing the importance of financial protection.
A recent survey found life insurance coverage among Gen Z Canadians increased from 30% to 58% in just one year. As more Canadians reach milestones like homeownership, starting a family and building their future, conversations about protecting what matters most are becoming a priority. https://bit.ly/3V5eC6l
If you've experienced a major life change recently, now may be a good time to review your financial strategy and make sure it reflects your goals and the people who count on you. Get in touch to chat.
Gen Z life insurance coverage nearly doubles: survey - Investment Executive
The percentage of Gen Z Canadians with life insurance rose from 30% to 58%
09/08/2026
You’ve invested years into building your business, but what’s your plan for what comes next?
Whether you’re thinking about stepping back, selling, or passing it on, a thoughtful strategy can help you transition your business into lasting personal and family wealth.
The earlier you start, the more options you have. Reach out to start planning your next chapter on your terms. https://bit.ly/4d1HFxS
09/08/2026
Back-to-school season is more than new routines — it’s a chance to reset and plan ahead. 📚🎒✏️
From education savings to protecting what matters most, this can be a good time to check in on your financial priorities. Let’s connect to help keep your goals on track this year. https://bit.ly/46KNTP7
09/07/2026
Labour Day is a chance to recognize the dedication that drives our communities forward.
Wishing you a well-deserved break and time to recharge for what’s ahead.
***Reminder that our office is closed for Labour Day; regular hours resume Tuesday***
09/05/2026
Retirement planning is about more than replacing income. Many Canadians are surprised to learn that expenses such as dental care, vision care, hearing aids, prescription drugs and home care may not be fully covered in retirement.
As Canadians live longer, planning for future health-care costs is becoming an important part of building a retirement strategy that can stand the test of time.
Have you considered how health-related expenses may fit into your retirement plan?
https://bit.ly/4xHu1IL
teams.public.onecdn.static.microsoft
09/04/2026
Your mortgage is likely one of your biggest financial commitments. What happens to it if something unexpected occurs? Mortgage protection solutions help ensure your family can keep your home secure, no matter what life brings. Let's review your coverage and give you peace of mind. Reach out to discuss your options today. https://bit.ly/4iLHcDA
09/04/2026
OTTAWA --The Bank of Canada is widely expected to keep its main interest rate unchanged on Wednesday as policymakers assess the fallout from a stark deterioration in Ottawa-Washington trade ties.
Bank of Canada Expected to Remain On Hold as Trade Conflict With U.S. Escalates
By Paul Vieira OTTAWA--The Bank of Canada is widely expected to keep its main interest rate unchanged on Wednesday as policymakers assess the fallout from a stark deterioration in...
09/03/2026
It’s not always about big financial moves. Sometimes it’s smaller, consistent decisions like saving, protecting, and planning that can help make the biggest difference over time. Starting early helps give you more flexibility, more options and more confidence for what’s ahead. https://bit.ly/4ic9SWk
09/03/2026
Retirement looks different for everyone. Whether you’re planning to slow down, travel, or explore new passions, having a thoughtful strategy can help you get there with confidence. Explore ways to transition your savings into income that supports the lifestyle you envision. Let’s build a strategy that helps you move into retirement with clarity and confidence. https://bit.ly/3UUDKwy
09/03/2026
Retirement income is about more than government benefits and workplace pensions. As Canadians live longer and face rising costs, personal savings are becoming an increasingly important part of the retirement picture.
This article explores why modernizing retirement policies and encouraging private savings could help strengthen Canadians' financial future.
Private savings are key to improving Canada’s retirement income system - Investment Executive
SIMA’s three-step plan tackles RRIF rules, investment management fee taxation and more