Life & Health

After settling on an advisor you feel you can work with, it’s time for you to get down to the business of setting financial goals. 

This requires a whole new set of questions:

Life insurance is often thought of as something you buy to protect loved ones in the event of your death. Viewed through this lens, the premiums you pay seem more like an expense than an investment.

“It’s never too early to get a financial advisor,” says Dawn Marchand, Chief Executive Officer of Lawyers Financial. She adds, “professional advice will help you to both build and protect wealth as you move through your career.”

Meghan Hicks, a Lawyers Financial Advisor in Kelowna, British Columbia, helps many female lawyers manage their finances and plan for the future.

You’re not alone if the thought of a medical exam in your home feels like a hassle and it’s kept you from applying for life and disability insurance. Due to Covid-19 safety precautions, medical exams for life insurance have been temporarily suspended.

There are two ways to purchase life insurance. You can pay-as-you-go, like when you rent. Or you can pay in full and own the policy forever, like buying a home.

With clients and colleagues working from home, and your home full of young people, you need a daily bag of tricks to keep everyone, including yourself, happy, healthy and safe. 

Your financial health is at the heart of everything we do. So with Valentine’s Day just around the corner, we challenged ourselves to come up with some low-cost, high-impact gift ideas that won’t break the bank.