Blog

A recent survey conducted by GK Roper revealed that nearly 55 per cent of respondents reported hiding some aspect of their finances from their spouse or significant other. Few would argue that financial infidelity is as devastating as marital infidelity, but most would agree that any kind of deceit can lead to an evaporation of trust. 

For most people, buying life insurance is difficult enough, even when it’s done right. But when it is done with only one eye open, or haphazardly just to ‘get it over with’, mistakes are very common, and they can be very expensive.

It happens when you least expect it - a fall from a ladder, a skiing accident, a serious illness- no one plans to become disabled. As a result, very few people have set up contingencies for covering themselves when their income stops. Some people are under the mistaken impression that other insurance plans cover long-term disabilities.

It was 16 years ago (July 1, 1999) that I began my financial services practice.

I’d been an insurance company employee for 14 years previously, and had grown accustomed to a regular paycheque.

However, the stress of not controlling my own career propelled me to resign one day.

It was 16 years ago (July 1, 1999) that I began my financial services practice.

I’d been an insurance company employee for 14 years previously, and had grown accustomed to a regular paycheque.

However, the stress of not controlling my own career propelled me to resign one day.

Since our firm's inception in 1999, we've been honoured to get to know and serve an ever-growing number of people. We're grateful for and appreciate the trust clients invest in us and those individuals who introduce new people to our firm. Thank you.