Personal Wealth

Term vs. Permanent Life Insurance

Term, Permanent, Whole Life, Universal Life, Participating, Variable, Joint. There are so many variations of life insurance that it can become extremely confusing, very quickly. To keep things simple, there are essentially two types of insurance: term insurance and permanent insurance.

Living in Retirement
Senior Friends Having Fun Games Terrace

5 Ways to Promote Brain Health in Retirement

“There is no fountain of youth, but there is a fountain of health” states Dr.Carol Ward, geriatric psychiatrist for Interior Health, BC. That Fountain of Health™ is a national initiative “to promote brain health and resilience” particularly for adults in their Next3rd. The science has revealed 5 ways we can protect and improve our cognitive function.

Personal Wealth
Dad Young Daughter Sitting Having Fun

Life Insurance for Millennials

Life insurance protects your human capital. While human capital is not normally included in your net worth statement, it’s still a big asset. Protecting that asset is important. If you don’t have enough assets to cover those potential expenses, life insurance is a tool to protect your loved ones and ensure their standard of living doesn’t fall significantly if you passed away.

Personal Wealth
Canada-Montreal-Peel

Life Insurance: What kind should you buy?

The insurance industry makes it very easy for us to separate ourselves from our money. If you’re not careful, you can easily find yourself with far more of the wrong type of insurance than you need. If it’s any consolation though, you will have made your insurance broker really happy.

DIY Investing
Globe Earth Digital 3D Representation

Understanding International Equity ETFs

In the last installment of my “Understanding ETFs” series, we toured the U.S. equity ETF landscape, covering solutions you can use to diversify your portfolio’s domestic stock allocation. Today, let’s head overseas, to explore how to further diversify your global portfolio by adding ETFs from other developed markets around the globe.

Featured Contributors

  • Benjamin Felix

    MBA, CFA, CFP, Portfolio Manager
  • Anthony Layton

    MBA, CIM®, Chairman of the Board, Portfolio Manager
  • Susan Daley

    CFA, CFP, Portfolio Manager
  • Nancy Graham

    CPA, CA, CFP®, CIM, TEP, Portfolio Manager
  • Raymond Kerzérho

    CFA, Director of Research
  • Peter Guay

    MBA, CFA, Portfolio Manager
  • Justin Bender

    CFA, CFP, B.Comm., Portfolio Manager
  • Dan Bortolotti

    CFP, CIM®, Portfolio Manager
  • Peter Forsyth

    Emeritus Professor
  • Graham Westmacott

    CFA, Portfolio Manager
  • Kristine van der Pas-Norenius

    Certified Retirement Transition Coach and happy PWL client
  • PWL Capital

  • 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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