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What to Expect After You Quit Smoking [Presentation]

/ healthcare, Wealth / Dec 23, 2022

It is the almost the New Year, that time of the year to think of New Year’s resolutions. The fresh start can give us a boost to make positive changes in our life. Few resolutions can rival the drastic, life-saving benefits of quitting smoking. Smoking comes with several risk factors for severe conditions, including lung […]

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How to Reduce Financial Stress

Most people consider health in terms of physical and mental health. However, one important pillar that often gets overlooked causing more stress than health, work, and personal relationship is your financial health. While financial health has different meaning to different people, it ultimately comes down to the current state of an individual’s financial condition (including […]

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When should you bring up the topic of Estate Planning?

/ Retirement, Wealth / Nov 3, 2022

Estate planning is often seen as a taboo conversation with your loved ones, especially when you want to discuss it with your parents. Thus, it becomes tempting to avoid the issue because of the emotional toll it can take on the family. But, if you can find the right moment to bring up this topic, […]

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How to save for your grandchildren’s education [Presentation]

/ Investments, Wealth / Sep 24, 2022

The bond between grandparents and grandchildren is special. You get to share your wisdom and stories with eager listeners and occasionally, you get to treat them to ice cream before dinner. If you’re able, you may also want to plan to leave a legacy for your grandchildren. One of the best ways to set them […]

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What Does it Mean to Protect Your family? [Presentation]

Points to note: Life insurance is used to protect your loved ones from the consequences of your death. The financial impacts for your loved ones include funeral expenses, debts and income replacement. In life insurance, you insure yourself to protect your loved ones. It’s as if by putting on a helmet on your head, your […]

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Steps toward Financial Protection [Presentation]

You want to control your money, but where do you start? Our financial advisors have recommended the following easy steps that can show you how to achieve financial security.  Contact our financial advisors to know more about insurance and investment plans in Brampton, Mississauga, Toronto, Hamilton Do you know? Life Insurance doesn’t have to […]

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8 ways Canadians waste money on less important purchases – Avoid these at all cost

It has never been easier to waste your hard-earned money. Think of how convenient online shopping is, with speedy one-day delivery, one-click shopping – you can get your hands on a brand new jeans or a gadget in a matter of hours. An occasional indulgence surely won’t break the bank but if you are getting […]

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How to Teach Your Kids About Money in 2022

/ Investments, Wealth / Jan 7, 2022

As a parent, you would naturally want the best for your kid. This does not always mean getting them the best clothes, the coolest gadgets or the latest toys. It most likely means you would want them to have a safe and secure life. Teaching your kids about money can go a long way in […]

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4 Financial Plans you need to do today to be more in control

The 2020-21 pandemic had changed life the way we knew it for most countries around the world. Majority of us, even the young and the healthy, are seriously thinking about our mortality for the first time. It is deeply disturbing to ponder how this virus had cut so many lives in the span of just […]

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How to get your finances in order while expecting a baby

If you are expecting, it is very easy to get caught up in the excitement and joy of growing your family. You might be spending more time deciding about baby names, splurging on baby clothing, or planning the perfect arrival party. But are you giving some time to getting your finances in order? Remember, it […]

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