I met with a client last week who just finished medical residency. He is in quite a bit of debt from medical school, has a mortgage and is finally making money. He came to me and our in-house financial planner,…

Terry was asked to speak at this year’s LHSC Allied Professionals Breakfast. Check out her video where she speaks about planned giving.

    When you’re sick, do you call your doctor? When you need financial advice, do you call an advisor? There are so many times when we want to do it ourselves. I’m a sucker for that. Why pay someone…

  View our YouTube video to learn why you need disability insurance and what to look for:  Shopping For Disability Insurance There is a lot to know about disability insurance. Different provisions exist and variations of these provisions can complicate…

  As of May 1, 2010, travellers to Cuba will be required to present proof of emergency medical insurance before being allowed entry into the country. Upon arrival in Cuba you will be asked to show proof of insurance covering…

  It is not news that the economy has gone into a downward spiral damaging investment portfolios, employment rates, and retirement plans. However as we watched our investment statements decline and the cash values in our Universal Life policies diminish,…