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• Why Life Insurance Should Be Part Of Your Estate Planning October 1, 2026
  By working hard and carefully managing your money, you've set yourself up to be able to relax and enjoy yourself during your retirement years. You also need to think beyond your retirement years about what you want to do with your assets during estate planning. In addition, you need to consider your estate planning's tax […]
  Investing with Purpose
• Why a Critical Illness Insurance Top-Up Could Make a Big Difference September 1, 2026
  Many Canadians have some critical illness coverage through work, but it often isn’t enough. A top-up can help families, employees, and business owners bridge the gap, offering peace of mind, flexibility, and protection when it’s needed most.
  Investing with Purpose
• Financial Checklist for New Parents in Canada August 3, 2026
  A new baby changes everything, including your money. Between sleepless nights and tiny socks, a few financial steps can help protect your growing family. Here is a simple checklist of what to set up, update, and start when a baby joins your home.
  Investing with Purpose
• How to Catch Up on Your RRSP Contributions June 30, 2026
  Unused RRSP contribution room does not disappear, it carries forward every year. If you have fallen behind on contributions, you may have more room than you realize. Here is how RRSP catch-up contributions work and how to use them to reduce your tax bill
  Investing with Purpose
• What Is Participating Whole Life Insurance? June 1, 2026
  Participating whole life insurance is a permanent policy that does more than protect your family — it builds cash value and pays dividends over time. Learn how it works, who it's for, and how it compares to other types of life insurance.
  Investing with Purpose