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Insurance Planning

Insurance Planning

Insurance is often thought of as an optional extra in the area of personal and business finance – a “nice to have” which can offer protection if things go wrong but certainly not as an important asset in its own right. However, it’s true to say that intelligent insurance planning is a strategy which can protect the vital asset of your ability to earn an income – perhaps the most important asset that you have.

Marie Dean Named 2023 Volunteer of the Year by Advocis

Marie Dean Named 2023 Volunteer of the Year by Advocis

I am deeply honoured to be named the 2023 Volunteer of the Year for the Alberta Region by Advocis. This recognition is a testament to the collective efforts of my colleagues, family, and the Advocis community. I am grateful for the opportunities to give back and make a difference in the financial planning profession. Thank you for this incredible honour.

Disablity Insurance Needs Calculator

Disablity Insurance Needs Calculator

This calculator will help you to consider many of the financial consequences of serious illness that aren’t covered by your medical and disability plans. Try this calculator to see if you might face a shortfall in your finances were you ever faced with a serious illness for a few months or more, then let’s talk about other options that may help strengthen your insurance safety net and help secure your financial future.

Don’t lose all your hard-earned money to taxes

Don’t lose all your hard-earned money to taxes

It’s essential to manage your tax planning properly – both while you are living and for after your death. You want as much of your money as possible to go to your beneficiaries, not the government. Our article contains three tips to help you do that:
1. Learn how to make the most of the lifetime capital gains exemption.
2. Figure out ways to decrease your end-of-life tax bill.
3. Look into Immediate Financing Arrangements.

Critical Illness Insurance Needs Calculator

Critical Illness Insurance Needs Calculator

This calculator will help you to consider many of the financial consequences of serious illness that aren’t covered by your medical and disability plans. Try this calculator to see if you might face a shortfall in your finances were you ever faced with a serious illness for a few months or more, then let’s talk about other options that may help strengthen your insurance safety net and help secure your financial future.

How can we bring peace of mind?