Personal Wealth

Critical Illness Insurance

What would happen to you if you were diagnosed with cancer, had a stroke, or suffered from another critical illness? In Canada, we’re fortunate to have universal healthcare. However, our healthcare system won’t cover all the costs of having a critical illness, which is where Critical Illness Insurance comes into play.

Personal Wealth

How To Advocate for Your Own Best Mortgage

Do you have a mortgage on your home, or have you been thinking about getting one? Given how quickly many lenders dive straight into the weeds – interest rates, pre-approval processes, lending policies, etc. – it may feel as if something’s missing. Like, which, if any, is the best mortgage for your particular needs?

Featured Contributors

  • Raymond Kerzérho

    CFA, Director of Research
  • Benjamin Felix

    MBA, CFA, CFP, Portfolio Manager
  • Justin Bender

    CFA, CFP, B.Comm., Portfolio Manager
  • Peter Guay

    MBA, CFA, Portfolio Manager
  • Nancy Graham

    CPA, CA, CFP®, CIM, TEP, Portfolio Manager
  • Susan Daley

    CFA, CFP, Portfolio Manager
  • Anthony Layton

    MBA, CIM®, Chairman of the Board, Portfolio Manager
  • Graham Westmacott

    CFA, Portfolio Manager
  • Kristine van der Pas-Norenius

    Certified Retirement Transition Coach and happy PWL client
  • Dan Bortolotti

    CFP, CIM®, Portfolio Manager
  • Peter Forsyth

    Emeritus Professor
  • Jennifer Vachon

    CCO, Chief Compliance Officer
  • Dan Solin

    The New York Times' best-selling author of the Smartest series of books
  • Mark Sutcliffe

    Writer, Broadcaster, PWL client and advocate
  • James Parkyn

    Adm. A. CIM, FCSI, F.Pl, Portfolio Manager
  • François Doyon La Rochelle

    B.B.A., CFA, Portfolio Manager
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