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News & commentary

Reviewing your Disability Insurance and Protecting Against the Catastrophic

When most people think about disability claims they think about broken bones and other physical injuries that usually heal with time, when some of the most common disability claims come from cancer, cardiac and mental health issues that do not go away.  Due to cost constraints many insurance plans will put emphasis on the first […]

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Financial charts & stocks

September 2020 Portfolio Management Team Update

Market & Economic Environment It was full steam ahead for the equity markets in August, as investors anticipated a return to global growth, alongside a slowing trajectory of new COVID cases. This enthusiasm combined with favorable central bank policies led U.S. indices to post their best August performance in decades. The Dow Jones Industrial Average […]

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Planned Giving

When you are reviewing your will and estate plan you should always review your life insurance options. Whether you are planning on transferring assets to loved ones, charities or a combination of the two, life insurance can provide benefits now and in the future. Life insurance proceeds are given directly to beneficiaries within 30 days […]

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In the news…

Robert Luft makes his 4th consecutive appearance on the Top 50 Advisors list in Wealth Professional Magazine.

Wealth Professional Canada Magazine