by Erin Gendron | Dec 6, 2022 | Insurance Planning
In our previous blog post we discussed Insurance – The Basics and wrote about some of the more common types of insurance and reasons our clients add insurance to their financial plan. What’s less widely known is that you can purchase an insurance policy on...
by Erin Gendron | Nov 29, 2022 | Insurance Planning
Insurance can get complicated, so today let’s just look at the basics. There are two types of life insurance, ‘term’ and ‘permanent.’ Term insurance remains in place for a specified period and then can be renewed but with higher premiums....
by Erin Gendron | Dec 3, 2021 | Retirement Planning
“On average, the female spouse will live 10 to 12 years longer than the husband, so, if it’s a couple that I’m giving advice to, I often urge female clients to wait before drawing CPP for that reason, and other factors as well.” – Erin Gendron, Investment...
by Erin Gendron | Jan 29, 2021 | Financial Planning
2020 was a year to remember, filled with hardship for many, and silver linings for some. As we begin a new year, it’s a time to reflect on the past year to consider what went well and what could be improved upon. Here’s a Financial Checklist to help you and your...
by Erin Gendron | Nov 27, 2018 | CP Insights
From the desk of Erin Gendron… In October, Financial Planners Standard Council (FPSC), Canada’s governing body for financial planning conducted a survey* of over 1500 Canadians. They found that 41% of Canadians lack confidence in their financial affairs. 33% of...
