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When and Why You Should Conduct an Insurance Audit

When and Why You Should Conduct an Insurance Audit

by Rob Ng-A-Fook | Oct 5, 2026 | Blog, business owners, Family, individuals, Infographic, insurance, life insurance

As our lives grow and change with variable circumstances, new additions, and job transitions, our needs for insurance will also evolve. Additionally, economic fluctuations and external circumstances that influence your insurance policy will need frequent re-evaluation...
Financial Checklist for New Parents in Canada

Financial Checklist for New Parents in Canada

by Rob Ng-A-Fook | Aug 6, 2026 | Blog, insurance, investment

What to Do Financially When You Have a BabyA new baby brings a lot of joy, and a lot of new to-do lists. Most of them are about feeding schedules and car seats. But a few items on the list are about money, and they matter more than you might think. You do not need to...
What Is Participating Whole Life Insurance?

What Is Participating Whole Life Insurance?

by Rob Ng-A-Fook | Jun 1, 2026 | 2026, Blog, insurance

What Is Participating Whole Life Insurance?Most people buy life insurance for one reason: to make sure their family is protected if something happens to them. But there is a type of life insurance that does something more – it builds value over time while you...
Corporate Life Insurance Planning

Corporate Life Insurance Planning

by Rob Ng-A-Fook | Nov 3, 2025 | Blog, business owners, insurance, life insurance, Professional Corporations

  Corporate Life Insurance Planning: Protect, Reward, and Plan for the Future Running a business in often means wearing multiple hats—owner, leader, and long-term planner. But have you ever thought about what happens if you or a key person in your company passes...
Estate Planning for Business Owners

Estate Planning for Business Owners

by Rob Ng-A-Fook | Sep 1, 2024 | Blog, business owners, estate planning, Family, insurance, investment

Estate Planning for Business OwnersWhat happens when the children grow up and they are no longer dependent on their parents? What happens to your other “baby”- the business? Estate planning for business owners deals with the personal and business assets....
Insurance Planning for Business Owners

Insurance Planning for Business Owners

by Rob Ng-A-Fook | Jun 1, 2024 | Blog, business owners, insurance

For business owners, making sure your business is financially protected can be overwhelming. Business owners face a unique set of challenges when it comes to managing risk. Insurance can play an important role when it comes to reducing the financial impact on your...
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Recent Posts

  • When and Why You Should Conduct an Insurance Audit
  • Redesigning Group Benefits: Balancing Cost and Employee Value
  • Financial Checklist for New Parents in Canada
  • How to Catch Up on Your RRSP Contributions
  • What Is Participating Whole Life Insurance?

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