News and Blogs






Cost effective portfolios outperform balanced mutual funds Investors today have many choices to help save for future events.  Registered accounts provide the ability to save either on a tax-free (TFSA) or tax-deferred (RRSP, RRIF, RESP) basis.  Financial services providers are […]

Cost Effective Portfolios


ETFs are Exchange Trade Funds. Generally, they are a pool of assets, which track a published market index. For instance, the IShares S&P/TSX 60 Index ETF (Symbol XIU.TO) invests in the top 60 stocks that make up the S&P/TSX 60 […]

What are ETFs?


Whole life insurance or permanent participating insurance is a long-term investment product offered by certain insurance companies.  It is often viewed as an “expensive” product as the premiums are hefty annual amounts.  However, it is the only insurance product that […]

Why I Like Whole Life Insurance