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Corporate Life Insurance Planning

September 1, 2026

Corporate-owned life insurance helps business owners protect their company, manage taxes, and plan for retirement or succession. This article explores how it can fund buy-sell agreements, cover capital gains tax, reward key executives, and support business continuity—all while building tax-advantaged value inside the corporation.

Financial Checklist for New Parents in Canada

August 6, 2026

A new baby changes everything, including your money. Between sleepless nights and tiny socks, a few financial steps can help protect your growing family. Here is a simple checklist of what to set up, update, and start when a baby joins your home.

Generic Ozempic Is Here. Will Your Drug Plan Actually Save Money?

July 15, 2026

Generic semaglutide (the active ingredient in Ozempic) is now available in Canada, and it has the potential to meaningfully reduce drug costs for employer-sponsored benefits plans. But savings are not automatic. Without the right plan design in place, many members may stay on the brand-name drug and costs could remain unchanged. Here is what plan sponsors need to know and do right now.

What Happens to Your Group Benefits When You Leave a Job?

July 1, 2026

Most Canadians do not think about their group benefits until the day they leave a job, and by then, the clock is already ticking. Health and dental coverage typically ends on your last day. But here is the part many people miss: your group life insurance comes with a conversion privilege that lets you carry it over to an individual policy without a medical exam. The window to act is usually just 31 days. Whether you are changing jobs, being laid off, or heading out on your own, knowing your options before your last day makes a real difference. Here is what to know.

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Insurance products, including segregated fund policies, are offered through Alta Vista Planning Partners Inc., and Investment Representatives Dana Osburn and Gregory Wilson offer mutual funds and referral arrangements through Quadrus Investment Services Ltd. Make your investment decisions wisely. Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. Unit values and investment returns will fluctuate.

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Corporate Life Insurance Planning

Financial Checklist for New Parents in Canada

Generic Ozempic Is Here. Will Your Drug Plan Actually Save Money?

What Happens to Your Group Benefits When You Leave a Job?

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