We’ve curated a process to help you understand the basics of securing your financial future.
Learn the basics
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Planning for a Lifetime of Adventure Life is an adventure full of twists and turns, and learning to navigate it can take a lifetime. Unfortunately, that’s a little too late. That’s why planning early for your financial future is so important.
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SMART TALK… about insurance Life changes. In fact, change is a part of everyday life – a new career, a growing family, a health challenge, a new business opportunity, and so on. Watch this short video to learn about why insurance is important to have.
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SMART TALK… about your insurance options When considering the purchase of insurance, the various available options can be a bit perplexing and stressful. Watch this short video to learn about your options and the process of purchasing a policy that’s suited to your specific circumstance.
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What to Expect When you Apply for Insurance Prepare for the future. Live in the moment. You hear this advice all the time and wonder which makes more sense. Well, the answer to that is easy – if you prepare for the future, it makes living in the moment a lot easier to do.
Planning Tools
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Life Insurance Calculator You’ve decided that you need life insurance, and that’s a great start! But how much life insurance is enough?
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Tax Calculator Use this calculator to estimate the taxes you owe based on your taxable income.
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Life Insurance Comparison While pricing is important, often a policy’s true value lies in the underlying features provided by the plan. Here are key features to look for when comparing life insurance plans.
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RRSP Tax Savings Use this calculator to estimate the tax savings on your RRSP contribution
Planning for the future is all about perspective. Learn more by clicking below.