Mortgage life insurance can be a great way to make sure your mortgage is paid off in the event of an untimely death. But it’s not the the best way for most people. This comprehensive article provides a detailed explanation […]

Elli Schochet, our Managing Partner, recently gave an address on succession planning to the annual gathering of the top 5% of all life insurance professionals. Elli was the third of our partners given this honour following David Wm Brown in […]

Sarah Brown recently reflected on the real purpose of charitable legacies when she presented a case study to the Professional Advisory Committee of the Jewish Foundation of Greater Toronto.

One of the most challenging issues many leaders face, especially family business owner-operators, is the eventuality that one day their role as a leader will end.

No matter when you introduce an allowance, how much and how often you give it, you can teach kids about finances, creating a safe space for them to mess up.

Success without significance — purpose, service, and meaningful relationships — is not really success at all. It’s important to properly reflect on how you can live a life imbued intensely not just with the superficial trappings of “success” but with […]

A survey that polled more than 300 U.S. executives found that benefits tops the list of retention tools for employers. Also, healthcare benefits was one of the top three ways employers are investing in their employees.