by DEAN Financial | Jul 31, 2024 | Blog, Family, financial advice, financial planning, insurance
Having a family is a blessing and can also bring a lot of worry. A lot of this worry can stem from not being prepared for a disaster like if something were to happen to you or your spouse. We’ve put together an infographic checklist that can help you get started...
by DEAN Financial | Jul 10, 2024 | Blog, critical illness insurance
Athletic at age 41, a project manager for a real estate investment company and busy dad of three — a non-smoker and non-drinker — Steve Wong was a healthy guy, as far as he knew. A diagnosis of gastric cancer on May 2, and delays in seeing a medical oncologist, have...
by DEAN Financial | Jun 30, 2024 | Blog, business owners, farmers, financial advice, financial planning, insurance, investment, Professionals
Getting into the world of business is a meticulous task, but so is getting out of it Whether you’ve just hit the ground running on your business or if you’ve been at it for a long time, there is no better time to plan your exit strategy than now. Although the...
by DEAN Financial | Jun 26, 2024 | Blog
I am deeply honoured and humbled to be named the 2023 Volunteer of the Year for the Alberta Region by Advocis. This recognition means a great deal to me, as Advocis is an organization that I hold in high regard for its dedication to supporting financial advisors and...
by DEAN Financial | Jun 6, 2024 | Blog, critical illness insurance, Family, farmers, financial advice, financial planning, incorporated professionals, individuals, insurance, personal finances, Professionals, retirees
Did you know that group disability benefits are paid as a percentage of regular income, and that depending on your plan, they may only cover you for a couple of years—especially if you’re qualified to do any kind of work at that time? This easy-to-use calculator can...
by DEAN Financial | May 31, 2024 | Blog, business owners, financial advice, financial planning, insurance, Professionals, tax
Don’t lose all your hard-earned money to taxesTax planning is an essential part of managing your money – both while living and after your death. You want to maximize the amount of money to your beneficiaries, not the government. We have three tips to help you reduce...
