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Category Archives: In the News

Giving Back

The Holiday Season is a time for family, fun, and eating way too much; it’s also a time for giving. 

Giving back to our community is very important to us. For the second straight year, our office has donated gifts to the Ronald McDonald House. Nancy & Louise delivered the presents and were touched by all the good that the Ronald McDonald house does in our community! It’s a great home away from home for many families. We are very proud to have contributed to this great cause.

If you would like to learn how you can help, please click here to visit their website. 

5th Annual Trivia Night to Help End Duchenne’s Muscular Dystrophy

Our Group Benefits Manager Trudi St Marie is a strong fundraiser for Duchenne’s Musular Dystrophy. This past Saturday she held the 5th Annual Trivia Night at our office which raised $7,100 in support of her cousin Louie Facca who was diagnosed with Duchenne’s when he was only 2 years old. To date the Trivia Night events have raised over $22,000!

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Year-End Tax Planning Seminar Video

Key topics discussed during our “Year-End Tax Planning” seminar:

  • Planning with employee loans & gifts
  • RRSP, TFSA & other savings methods
  • Changes to charitable donations in 2016
  • Changes in trust law in 2016

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Understanding Your Insurance Application

Ever wonder what the insurance application process is like? What will you need to do in order to apply for coverage? We’ve created a whiteboard animation video in order to help guide you through the steps. Enjoy!

How to Access Income During Retirement Seminar

Key topics discussed during our “How to Access Income During Retirement” seminar:

  • Retirement Income Planning
  • Accessing Corporate Holdings
  • Government Social Programs
  • Tax Implications
  • Unique Strategies to Minimize Tax

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