Case Studies
Telling you what we do is easy. Showing you is unforgettable.
Every business challenge tells a story. Through our case studies and strategies, we show you how we’ve helped clients overcome obstacles, unlock opportunities, and achieve results that last. See what’s possible when the right plan meets the right approach.
Guide to Recessions: 9 key things you need to know
How bad will the next recession be? That’s one of the questions we hear most often, especially now as the U.S. Federal Reserve aggressively hikes interest rates to rein in inflation at 40-year highs. It seems clear to us that the U.S. will enter a recession by early...
Health Insurance – are you covered for a pre-existing condition?
If you are looking for a health and dental plan for yourself and/or your family there are numerous insurance companies in Canada that offer it, but you should read the fine print before you apply. Most plans offered are medically underwritten and although you may...
Do you need health and dental insurance in retirement?
If you’re approaching retirement, an important question you may want to ask your employer is “Will I have health and dental benefits when I retire?”. While some retirees may be fortunate enough to have healthcare benefits continue into retirement, most won’t....
Disability insurance for the self employed
If you were to walk down the street and ask ten people what their most-valuable financial asset is, there is a good chance that all ten would point to assets such as a house, cottage, or investment portfolio. However, if you think about it, your most valuable...
Rising interest rates create opportunities for bonds
Well, it has been tough for the investment landscape this year and the Bank of Canada, determined to choke off rapid inflation before it becomes a permanent feature of the Canadian economy, is steering toward another three-quarter-point interest rate even as the...
How to avoid losing money
When the stock market takes a tumble, it can be nerve-wracking to see your portfolio drop in value and tempting to pull your money out of before stock prices fall any further. If you're worried about losing money during this market downturn, you're not alone. There is...
Health and Dental Insurance Explained
Think of health insurance as something that is there to help protect your health and your budget. It covers expenses you incur from dental care as well as illness and accident costs that are not covered by your provincial or territorial health insurance. In a...
Awakening to Inflation
Higher prices can chip away at your savings, so position your money to stay a step ahead. If it feels like your dollar doesn’t go quite as far as it used to, you aren’t imagining it. The reason is inflation, which describes the gradual rise in prices and slow decline...
DIY Investing vs Hiring a Financial Advisor
The rise of do-it-yourself (DIY) investors was incredible over the last two years, platforms like RobinHood and Questrade saw record new users over the last 2 years. The COVID-19 pandemic gave rise to a new wave of investors, many who suddenly had more time and money...
Insured Retirement Plans (IRP)
One of the most utilized tools in funding an estate plan is term or permanent life insurance. The IRP is a financial planning strategy that uses life insurance to build your wealth for retirement with the following benefits: A solution to current and...
