News & Resources to keep you well-informed
We have assembled a valuable and varied array of information here to help you become more informed and confident as an investor. Content is updated often, so revisit regularly. As always, if there is anything else you ever need, feel free to let us know.
Legacy in Action: Philanthropy, Planning & Purpose Across Generations
11/21/2025
Watch our latest Client Insights webinar.
Life Events, Lifestyle & Technology
November is Financial Literacy Month
11/3/2025
November marks Financial Literacy Month in Canada, a time to shine a light on the tools and conversations that help us feel more confident about money.
Life Events, Lifestyle & Technology
A Professional's Future
10/29/2025
Making sense of competing priorities.
Life Events, Lifestyle & Technology
The Value of Charitable Giving
10/7/2025
Build a legacy by supporting what matters.
Life Events, Lifestyle & Technology
6 Steps to Meaningful Charitable Giving
10/3/2025
It’s a privilege to be able to support the causes and communities that matter most to you.
Life Events, Lifestyle & Technology
5 Ways to Engage Your Family in Charitable Giving
10/1/2025
Giving back is one of life’s most rewarding experiences, and it’s even more meaningful when shared with
family.
Life Events, Lifestyle & Technology
Why September Is the Right Time to Talk About Life Insurance
9/2/2025
Is your insurance still working for your life, your goals, and your legacy?
Life Events, Lifestyle & Technology
Client Story - Transferring Wealth to Future Generations
8/27/2025
Permanent life insurance provides options.
Life Events, Lifestyle & Technology
4 Reasons to Review Your Insurance Regularly
8/20/2025
Life doesn’t stand still—and neither should your insurance.
Life Events, Lifestyle & Technology
A Conversation With Olympian & Canada’s Women’s Rugby Team Player Olivia Apps
6/12/2025
Watch our latest Client Insights webinar.
Life Events, Lifestyle & Technology
Client Story - Building Wealth and Securing Your Family’s Future
5/29/2025
The dual benefits of insurance.
Life Events, Lifestyle & Technology
