Growing Families

Growing Families

Who's this for?

Benefits

Who's this for?

Age 30 to 44
Starting to be established in career
Recently married/common-law relationship
May have children
Recently purchased first home

Benefits

Paying off mortgages
Establish an emergency fund
Staying on Budget (Download our app!)
Make a spending plan-short, medium and long term
Saving for children’s education
Saving for retirement
Taking care of the “What-ifs?”
Disability
Critical Illness
Premature Death
Make a will

Contact

Latest News

Estate Planning for Blended Families

Blended families – where two people get married but have children from previous relationships – are becoming more common. On top of the day-to-day challenges of blending a family, new spouses also have to figure out how to plan their estates, so everyone is properly taken care of.

We cover all of the following a blended family must consider while estate planning:
• Sharing the Family Home
• Make the Most of a Registered Retirement Savings Plan
• How to Share Non-Registered Investments and Other Assets
• Why It’s Important to Select a Good Trustee
• The Advantages of Life Insurance for Blended Family Planning

Insurance Planning for Incorporated Professionals

For incorporated professionals, making sure your business is financially protected can be overwhelming. Incorporated Professionals face a unique set of challenges when it comes to managing risk. Insurance can play an important role.

The Five Steps to Investment Planning

An investment advisor can help you figure out what the right investment choices are for you.
The five steps to investment planning are:
• Meeting your investment advisor
• Determining your goals and expectations
• Developing your investment plan
• Implementing your investment plan
• Monitoring the plan
The sooner you start planning for retirement, the sooner you can get there! An investment advisor can help you get there quicker.

Growing Families