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Blog Articles


Beyond Basic Protection: Leveraging Participating Whole Life for Strategic Wealth Management
Learn how this unique life insurance product can be instrumental in financial planning, wealth accumulation, and efficient inter-generational transfers for affluent Canadians
Marcel LeBlanc
Dec 10, 20254 min read


Maximize Your Retirement Income: Timing Your CPP Strategically
Find out why waiting isn’t always the best choice and how early claiming can work in your favour.
Marcel LeBlanc
Nov 19, 20253 min read


Debt or Investments: Finding the Sweet Spot for Your Financial Future
We've all been there: staring at our bank account, wondering if we should throw every extra dollar at our outstanding debt or if it's...
Marcel LeBlanc
Mar 8, 20253 min read


Top 5 Reasons Why Managing Your Personal Cash Flow is Key to Personal Financial Planning and Reaching Your Financial Goals
Managing your personal cash flow is one of the most important things you can do to improve your financial health. It can help you reach...
Marcel LeBlanc
Mar 8, 20252 min read


Why Personally Owned Life Insurance is a Smart Move for Canadians
Life insurance is a vital financial tool that can help protect your loved ones and your financial future. If you're a Canadian, you may...
Marcel LeBlanc
Mar 8, 20253 min read
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