by Financial Tech Tools | Oct 1, 2025 | Blog, estate planning, retirees, Retirement
Supporting Your Aging Parents Without Sacrificing Your Own Stability It starts gradually. A missed bill here. A forgotten appointment there. Then one day you realize your parents may no longer be able to manage everything on their own. You want to help—but you also...
by Financial Tech Tools | Sep 17, 2025 | Blog, insurance, investment
Are Big Banks Putting Their Interests Ahead of Yours? When Canadians turn to their bank for investment advice, they often expect unbiased guidance that puts their needs first. But recent findings from regulators show that may not always be the case. Many bank...
by Financial Tech Tools | Sep 9, 2025 | Blog, Business Owners, critical illness insurance, Family
Most of us don’t expect to face a serious illness in our lifetime. But the truth is, health challenges such as cancer, heart disease, or stroke are more common than many people realize. In fact, about half of Canadians will develop cancer at some point in their lives....
by Financial Tech Tools | Sep 3, 2025 | Blog, Business Owners, critical illness insurance, Family
Most of us don’t expect to face a serious illness in our lifetime. But the truth is, health challenges such as cancer, heart disease, or stroke are more common than many people realize. In fact, about half of Canadians will develop cancer at some point in their lives....
by Financial Tech Tools | Aug 4, 2025 | Blog, group benefits
Helping Employees Get the Most Out of Their Health Benefits You can provide the most generous benefits package in the world, but if employees don’t understand how to use it, it won’t have the impact you hoped for. Across Canada, many employees leave valuable health...
by Financial Tech Tools | Jul 4, 2025 | 2025, Blog, investment, pension plan, retirees, Retirement
OAS Clawback 2025If you’ve worked hard to build your retirement income, the last thing you want is to see your government benefits clawed back. Yet for many Canadians, the Old Age Security (OAS) recovery tax—commonly called the OAS clawback—can quietly reduce this...
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