Fee-Only Financial Planning / Advising in Kitchener Waterloo Cambridge - WD Development
 
 

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Happy 2025!

 

Want a broad overview of how to think about your finances and set goals for this year?

 

This article by Srvindhya Kolluru has tips from myself, Blair Lukan and Scott Plaskett.

 

 

 

 

 

 

 

 

 

 

 

 

 

This article by Jonathan Got is a great overview of what happens when you need to make a claim on your critical illness insurance policy.

 

What stod out to me when I was helping one of my clients with a claim through a group benefits policy last fall was how important it is to state your situation, then ask "What coverage do I have?"  "What benefits apply to my situation?"  My client received great advice from the benefits provider, and was eligible for more than he thought initally.

 

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