by Financial Tech Tools | Nov 1, 2023 | Blog, Business Owners, dental benefits, group benefits, health benefits
Building a Sustainable Future TogetherAs specialists in group benefits, the primary goal is to cultivate a sustainable future by collaborating closely with clients. The belief is that an informed and engaged workforce is pivotal for the success of any organization. A...
by Financial Tech Tools | Oct 3, 2023 | Blog, Business Owners, financial advice, Financial Planning, group benefits, health benefits
Group benefits can be intricate both in their establishment and administration. There are numerous details and considerations to be aware of when purchasing a group benefits plan, one of which is the target loss ratio (TLR).Key Questions Addressed:What is a target...
by Financial Tech Tools | Sep 1, 2023 | 2023, Blog, Family, financial advice, Financial Planning, Registered Education Savings Plan
What is an RESP? A Registered Education Savings Plan (RESP) is a unique savings account available in Canada, designed to assist individuals, such as parents or guardians, in saving for a child’s post-secondary education. Notably, anyone can open an RESP for a...
by Financial Tech Tools | Aug 1, 2023 | Blog, insurance, life insurance
You may have had life insurance for as long as you can remember. You wanted to make sure that your family would be taken care of and be able to pay their bills if anything happened to you.But now that you’re older and your children are grown – and hopefully your...
by Financial Tech Tools | Jul 3, 2023 | Blog, investment
A Tax-Free Savings Account (TFSA) is an investment vehicle available to Canadian residents. It offers numerous benefits, including tax-free growth of your investments and tax-free withdrawals. Before you decide to open a TFSA, it’s essential to understand the...
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