Protect Your Income and Save 20% Your income is one of the largest financial assets you have. Disability Insurance can offer valuable financial support and help protect your money if an injury or illness (including a mental health-related illness) keeps you off work. As a Financial Professional in one of the eligible occupations 1, [...]
Preet Banerjee is a well-known Canadian personal finance and investing expert, and the author of the personal finance book Stop Over-Thinking Your Money!: The Five Simple Rules of Financial Success. Banerjee’s 5 Rules for Personal Finance Success are as follows: Disaster-proof your life. Expensive emergencies can derail you, so protect yourself with disability insurance, [...]
Mental illness affects 1 in 5 Canadians in their lifetime1. Recently, a Canadian Mental Health Association poll indicated that 24 percent of respondents have sought help for mental health challenges (that is 1 in 4 Canadians), this is up compared to polls completed over the past two years 2. So, it is no surprise [...]
It’s amazing how COVID-19 has impacted the way we think and feel. I have always believed that you need to treat your mind like a garden. Imagine moving into a new home, and this home has a beautiful garden in the backyard. The previous owner took great care of their garden. They [...]
We have been receiving numerous calls asking how COVID-19 has impacted existing insurance policies and if there is any sort of financial relief available within their plans. To get the message out, we partnered with Barry Choi, a Toronto-based personal finance and travel expert who frequently makes media appearances. His blog Money We Have is one of [...]
Being an insurance broker has nothing to do with how much you sell, it’s all about how much you care. The reward is knowing that you made a difference in helping people recover from the unexpected. This is why I always help, even at times when there is no compensation in return. A good [...]
