Is Your Life Insurance Valid if You Die While Traveling Abroad?

Traveling abroad or living abroad is a new normal for many people, but what happens if the traveler dies while off Canadian soil? Will the life insurance be valid and payout to beneficiaries?......

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Is Retirement Really About Numbers?

For some people retirement is all about the numbers; the age you plan to retire, how much money you need, and so forth. We have built our planning processes in financial services based on numbers and algorithms in financial planning software......

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Women and Retirement: Closing the Gender Pay & Retirement Savings Gap

Today’s women are more educated and have more significant job opportunities compared to previous generations....

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Coronavirus and The Markets: What You Need to Know

With coronavirus (COVID-19) all around us, investors may be wondering how their investments will fare as this ‘global pandemic’ spreads....

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Reflect, Reset, Rebalance Your Life

Not everyone experiences a life-changing event in their lifetime, one that impacts them for better or worse. As we continue to experience the COVID-19 pandemic, we are witnesses to our own experiences...

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Climate Change and Finance: Are They Connected?

Over the past ten thousand years, the Earth’s climate has remained stable. Today, we know through science and research that climate change is happening....

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HENRYs with Limited Wealth-Building Potential- Are You One of Them?

The term HENRY (High Earners Not Rich Yet) refers to individuals who have the potential to become wealthy in the future because of their income....

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Financial Planning and Living Globally

The past 100 years have seen changes in how people plan for their financial futures and how they live. Borders no longer restrict people from living in one country; their profession often takes them to parts of the world they never anticipated....

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Today’s Canadian Boomers: Ready for Retirement?

The Boomer Generation, those born between 1946 and 1964, have a great outlook for a long life since they will outlive previous generations by almost 40%, compared to their great-grandparent’s generation....

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Understanding Fixed Income: For Today and the Future

Fixed income is something many investors don’t understand, according to the 2019 survey, “Fixed Income, Not Fixed Thinking,” by BNY Mellon Investment Management, one of the largest asset managers in the world....

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