by Financial Tech Tools | Oct 2, 2026 | Blog, Family, investment, pension plan, Retirement
If you’ve left a job or will be retiring soon, you may have the option to cash out your pension and put the commuted value into a retirement vehicle such as a LIRA or an RRSP. Taking a lump sum does help provide you with some investment opportunities, but it...
by Financial Tech Tools | Sep 1, 2026 | Blog, life insurance
Permanent versus Term Life Insurance – What are the Differences?You know you need life insurance – but you’re not sure which kind is best for you. We can help you with that decision. There are two main kinds of life insurance:Permanent, which lasts for your entire...
by Financial Tech Tools | Aug 6, 2026 | Blog, Business Owners, insurance, life insurance, Professional Corporations
Corporate Life Insurance Planning: Protect, Reward, and Plan for the Future Running a business in often means wearing multiple hats—owner, leader, and long-term planner. But have you ever thought about what happens if you or a key person in your company passes away...
by Financial Tech Tools | Jun 30, 2026 | Blog, insurance, investment
What to Do Financially When You Have a BabyA new baby brings a lot of joy, and a lot of new to-do lists. Most of them are about feeding schedules and car seats. But a few items on the list are about money, and they matter more than you might think.You do not need to...
by Financial Tech Tools | Jun 1, 2026 | 2026, Blog, insurance
What Is Participating Whole Life Insurance?Most people buy life insurance for one reason: to make sure their family is protected if something happens to them. But there is a type of life insurance that does something more – it builds value over time while you...
