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What Is Participating Whole Life Insurance?

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.

What Is Life Insurance and How Does It Work?

Life insurance doesn’t have to be confusing. Learn how it works, the difference between term and permanent coverage, and how to decide how much protection your family may need.

Spring 2026 Newsletter 102A

Finding balance in saving and spending can strengthen relationships, align goals, and build long-term financial stability for couples. 

Tax Lines to Look Out For on Your 2025 Canadian Tax Return

The 2025 tax year brings a lower federal tax rate, higher contribution limits, and several eliminated credits. From the new Canada Disability Benefit to changes in CPP2 and capital gains rules, here are the key lines to watch when filing your 2025 Canadian tax return.

Executive summary – Peter Hofstra

Portfolio Manager Peter Hofstra shares an optimistic outlook on markets, highlighting AI as a major opportunity and the importance of long-term investing.

2026 Financial Calendar

Managing your finances effectively begins with staying informed about important dates and deadlines throughout the year. This comprehensive guide outlines key financial milestones, including tax deadlines, benefit payment schedules, and contribution opportunities, to help you stay organized and on track. Whether you’re planning for tax season, reviewing your investments, or ensuring timely payments, this calendar provides everything you need to navigate the year with confidence. Take a moment to familiarize yourself with these essential details and set yourself up for a smooth and successful 2026.

What Is Participating Whole Life Insurance?

What Is Participating Whole Life Insurance?Most people buy life insurance for one reason: to make...

What Is Life Insurance and How Does It Work?

https://vimeo.com/1169798672/edbb5eef37?share=copy&fl=cl&fe=ci Insurance products and...

Spring 2026 Newsletter 102A

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Tax Lines to Look Out For on Your 2025 Canadian Tax Return

  Tax Lines to Look Out For on Your 2025 Canadian Tax Return The deadline for filing your...

Executive summary – Peter Hofstra

Last month, Portfolio Manager Peter Hofstra joined us for dinner and shared some critically...

2026 Financial Calendar

Welcome to our 2026 financial calendar! This calendar is designed to help you keep track of...
What Is Participating Whole Life Insurance?

What Is Participating Whole Life Insurance?

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.

Tax Lines to Look Out For on Your 2025 Canadian Tax Return

Tax Lines to Look Out For on Your 2025 Canadian Tax Return

The 2025 tax year brings a lower federal tax rate, higher contribution limits, and several eliminated credits. From the new Canada Disability Benefit to changes in CPP2 and capital gains rules, here are the key lines to watch when filing your 2025 Canadian tax return.

Executive summary – Peter Hofstra

Executive summary – Peter Hofstra

Portfolio Manager Peter Hofstra shares an optimistic outlook on markets, highlighting AI as a major opportunity and the importance of long-term investing.