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Articles

Articles on Retirement Planning for Individuals

Meeting your Investment Return Goals with More confidence

If you have modest investment return goals of 4%-8% annually, consider structured notes and factor based ETFs; tools designed to achieve your return goals with a higher degree of confidence than mutual funds or index funds.‍What is a Reasonable Rate of Return?The iShares S&P/TSX Index Fund (XIU) price ha...

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The Balanced Income Strategy

The Balanced Income Strategy is an investment process our team has developed for investors looking for modest yields and are concerned with preserving their capital.An important type of investment used in this strategy is an income note.An income note is a type of structured note that is designed to earn a pre...

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BUSINESS Owner?

Learn How Insurance
Can Help You

Starting and running your own business can be both exciting and terrifying. Every day provides opportunities, challenges, and you never know what each morning will bring.

External LinkHow corporate Insurance Can Benefit Your Business
External LinkHelp Build My Business With Insurance
External LinkHelp Proving Security & Opportunity For My Business With Insurance
Insurance can be used to: 
  • Protect your business in the event of an illness, disability or injury that prevents you from working
  • Fund the purchase of a partners shares per a shareholder agreement (commonly knows as a buy/sell agreement)
  • Tax-efficiently remove funds from the corporation to fund your retirement or estate plan
Your next steps