Financial Library

Our Financial Library contains hundreds of financial articles designed to answer questions about investments, estate planning, risk management and dozens of other important financial topics.

For your convenience, we have provided a Search Tool at the top of our website to help you quickly find any available articles on the topic of your choice.


How's Your Group Life Insurance ?

Posted on 04-09-2013

Owen is married and has two children. He has been working at the same company for over five years and relies heavily on his employee group plan for his life insurance needs. A new single co-worker got the same benefits after only 90-days and Owen wonders if his group insurance can let him down.

How Important is it to Have a Will ?

Posted on 04-09-2013

Most Canadians want to pass their life savings on to their heirs. The assets remaining once retirement needs are met will be distributed more effectively if there is a properly prepared will detailing the deceased's wishes. Many people mistakenly believe that this issue is far in the future. Preparation of a valid will and its related estate planning considerations should be the cornerstone of a proper estate plan. Whenever there is a change in circumstances, the will should be reviewed and updated as needed.

Retirement Planning: Back to Basics

Posted on 04-09-2013

In the aftermath of the US housing market bust and the ensuing financial meltdown that led to global stock market declines of 2008, people are getting back to the basics as far as their retirement planning goes. Although the stock market has recovered, many pre-retirees have lost a lot of ground in their retirement accounts and are facing a new reality. Retirement may not be what they had originally envisioned; but with some retirement income 101 basics, most people should be able to get back on track.

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