Is it time for an insurance audit?

As our lives grow and change with variable circumstances, new additions, and job transitions, our needs for insurance will also evolve. Additionally, economic fluctuations and external circumstances that influence your insurance policy will need frequent re-evaluation to ensure that you are making the most appropriate and financially favorable decisions. Perhaps you aren’t sure whether you should conduct an insurance audit or not. The following scenarios are usually a good indication that you should thoroughly assess and review your current policy contract:

The Importance of a Financial Plan

The importance of a financial plan. Working with us to create your financial plan helps you identify your long and short term life goals. When you have a plan, it’s easer to make decisions that align with your goals.

Federal Budget 2016

The Honourable Bill Morneau, Minister of Finance, recently announced the federal budget for Canada for 2016. We’ve put together an infographic to outline the highlights of the federal budget and what it means for families, retirees and business owners.

RRSP or TFSA

RRSP or TFSA? We outline the differences between the two.

Ontario Budget 2016

Finance Minister Charles Sousa recently announced the budget for Ontario for 2016. We’ve put together an infographic to outline the highlights of the Ontario Budget.

Tax Deductions to Notice

Tax Season is upon us and we’ve put together an infographic to highlight tax deductions to notice prior to filing your taxes.