Leave a legacy
Ben and Ivy are enjoying their retirement but they are also nervous. They wonder if they’ve saved enough and if they will run out of money. Do these worries sound familiar?
Do these questions sound familiar? Life & Money Matters has the answers!
Do I have enough to last?
Ben and Ivy are enjoying their retirement but they are also nervous. They wonder if they’ve saved enough and if they will run out of money. Do these worries sound familiar?
Top Retirement Planning Concerns
Investors need help in deciding how much they require in retirement. Watch the video >
Budget calculator
Use this Government of Canada calculator to find out where your money is going and how much you can put towards your goals. Click here >
RRIF Minimum Withdrawal Calculator
Determine your minimum annual RRIF withdrawal. Click here >
An investment solution that meets your needs
Guaranteed Investment Funds can help you grow your savings and protect you from market downturns, in addition to benefits such as estate planning, probate bypass and potential creditor protection. Read our brochure >
Get guaranteed retirement income for life
Class Plus 3.0 is an ideal solution for converting an RRSP to a RRIF. Watch the video >
Get guaranteed retirement income for life
Class Plus 3.0 is an ideal solution for converting an RRSP to a RRIF. Watch the video >
Is it too early to think about planning my estate?
Ben and Ivy want to organize their affairs in case of an emergency. What would your family do if something unexpected happened to you? Life & Money Matters has tools to help you learn about planning your estate.
Cost-effective estate planning
You can seamlessly transfer your wealth to your family with no cost or delay. Read our brochure >
Things to consider following a death
This Government of Canada checklist includes information on benefits and identification you need to cancel and benefits you may be eligible to receive. Read more >
Why everyone needs a will
Find out why you should decide who will manage your estate and how your assets will be distributed after your death. Read more >
Your Virtual Shoebox Guide
This handy tool from The Canadian Life and Health Insurance Association (CLHIA) will help you keep track of your information and prepare for an emergency. Click here >
How can I take care of my family?
Ben and Ivy would like to leave something to their family. They want it to be smooth and easy but they don’t their options. Life & Money Matters shows you how insurance can protect your family and your legacy.
How much insurance do I need?
65% of Canadians indicate they have too little or no life insurance coverage. Watch the video >
Insurance Lingo infographic
Shopping for insurance can be confusing given the unfamiliar terms. Our infographic explains some of the commonly used terms. Read our blog >
Set up your grandchildren for financial success
Life insurance as a gift can provide for a lifetime of protection as well as access to cash values that build up in the policy. Read our brochure >
Life insurance basics
This Guide from The Canadian Life and Health Insurance Association (CLHIA) shows how life insurance can protect your family and business. Click here >
How do I put it all together?
Ben and Ivy want to build their financial knowledge to make better decisions about the future. Life & Money Matters has the next steps.
Is a managed portfolio right for me?
Empire Life’s Emblem Portfolios matches your investment goals and risk tolerance. Watch the video >
What kind of investor am I?
The Emblem Investor Profile Questionnaire can help determine your risk tolerance level. Click here >
Protecting yourself from financial fraud
Fraud can be costly and stressful. The Canadian Banker’s Association explains how to protect yourself.
Top forms of financial fraud Read more >
9 ways to prevent fraud Read more >
