An overwhelming portion of Canadians do not need whole life insurance. It’s expensive, complicated, and more difficult to apply for than its more approachable peer, term life insurance.

But for those who need it, boy is it a wonderful wealth building tool!

First, Term Insurance

Term...

When you buy an investment and the value of that investment goes up over time, you are going to pay tax on it. There's no way around it. I don’t care if it is a stock, a piece of artwork, shares in your own business, or a 10-unit commercial building, the tax man will cometh, eventually.

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Dying is an unpleasant thing to think about. It’s also inevitable. None of us are getting out alive. Selling life insurance is almost as awful. There are few products on earth as universally despised as life insurance. No one likes to buy it, no one likes to talk about it, and...

Yes! You can buy a Tesla, a swimming pool, or a collection of lawn figurines from the '80s online, why not life insurance?

We don't sell it online, but if you are comfortable doing everything electronically, I would recommend PolicyMe (www.policyme.com). I have never bought from them, but I...

The ultimate ‘ode to adulting’ is having an up-to-date will. There is nothing less exciting, nor less-fun to talk about with your partner, than getting a will. But here’s the thing, 100% of clients that I talk to acknowledge that they NEED a will ‼

Here are 3 generally...