Who says investments don’t come with guarantees?

Segregated fund policies: the solution that can help protect your capital The last few years have been challenging for investors. Market turbulence has caused many to avoid equity investing because they fear market declines. While they desire portfolio growth, they remain nervous about market performance. The return of their initial investment capital is just as […]

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Stay on track to help achieve your investment goals

Stay on track to help achieve your investment goals August, 2012 During times of economic and market turmoil, when the headlines bombard you and cause concerns, the advice of your financial security advisor is even more important. He or she can help guide you away from making investment decisions based on emotional reactions to headlines. […]

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Focus Your Financial Security Picture

Focus Your Financial Security Picture January, 2012 For legal advice, many Canadians work with a single lawyer who comes to understand their individual situation and concerns. For taxation matters, they look to a single accountant familiar with their bookkeeping needs and tax situation. Yet, when it comes to financial security matters, many of these same […]

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Achieve your financial goals with the help of a return of premium rider

Achieve your financial goals with the help of a return of premium rider October, 2011 Critical illness insurance can be a vital part of your financial security plan if you’re diagnosed with a condition such as a heart attack, stroke or life-threatening cancer. If you are diagnosed with a covered critical condition and satisfy the […]

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Managing market risks helps you stay on track with your investment goals

Managing market risks helps you stay on track with your investment goals July, 2011 Understanding the dynamics of human and financial capital will help you select right product solutions to mitigate the market risks every investor faces. This knowledge also will help you get the most out of your financial security plan. When you’re younger, […]

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Cancer survivor reveals why, “it is worthwhile to have insurance”

Cancer survivor reveals why, “it is worthwhile to have insurance” April, 2011 Karen Timchuk is a critical illness insurance policyholder who, when faced with a critical illness, was able to keep her retirement plans on track. This is her story.2 In late 2009, only a few years after purchasing her policy, Karen suffered sudden back […]

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