A Roadmap to Reset Your Retirement Plan

A Roadmap to Reset Your Retirement Plan

When Jill Fratpietro, Adam Skube and their team took on a new client, a legal firm in Ottawa, to reorganize its group retirement benefits plan, they had no idea how transformational the process would be. The client had allowed the plan to keep going, unchanged, for...
Is it Time to Polish Up Your LTD Plan?

Is it Time to Polish Up Your LTD Plan?

With spring cleaning on our minds, be sure to include your long-term disability (LTD) plan when it comes to dusting off, reviewing, and possibly updating your group insurance offerings this year. The time may be especially right considering the changes made to...
Help yourself, help others

Help yourself, help others

When working with advisors, Lisa Ann Butcher likes to use the analogy of a coloured glass cylinder. When someone is happy, the colour in their imaginary cylinder might be yellow or orange. But “if there’s somebody who’s had something horrible happen to them, that...