Posts

A recent study found over 8 million working Canadians are at risk of going into debt, delaying retirement or downsizing their home in order to cope with a critical illness.  When a critical illness occurs, the primary financial impacts are loss of income and inability to meet living expenses.

Critical illness insurance was created (by a doctor, not an insurance company) to help address these issues.  It provides a lump-sum payment upon diagnosis of any one of up to 25 serious illnesses, including heart attack, stroke and cancer. Read more

Financial Difference Makers…

How can I build wealth? How can I save enough for retirement?

As a financial planner I hear these types of questions on a regular basis. People in general want to know, what is the secret to success?

I find that I like to look at clients that we have that are already in retirement to see the traits that have led to their financial success. We can learn a lot from our history, and I find it interesting to hear about people’s lives. Read more