by Customplan Financial Advisors Inc. | Oct 1, 2026 | 2026, Blog, group benefits
What Happens to Your Group Benefits When You Leave a Job?Leaving a job, whether by choice or by circumstance, brings a long to-do list. Updating your resume, signing new paperwork, figuring out your finances. One item that often gets missed in the shuffle: your group...
by Customplan Financial Advisors Inc. | Sep 1, 2026 | Blog, insurance, investment
You Just Inherited Money: What to Do FirstComing into an inheritance is a strange mix of feelings. There is often grief, because the money usually comes after losing someone you care about. There can also be relief, pressure, or even guilt. On top of all that, you may...
by Customplan Financial Advisors Inc. | Aug 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...
by Customplan Financial Advisors Inc. | Jun 30, 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...
by Customplan Financial Advisors Inc. | Jun 1, 2026 | 2026, Blog, investment, Retirement
How to Catch Up on Your RRSP ContributionsIf you have ever felt behind on your RRSP, you are not alone. Life gets in the way, rent, a mortgage, kids, a period of lower income, and RRSP contributions get pushed to the back of the list.Here is the good news: unused RRSP...
by Customplan Financial Advisors Inc. | Apr 30, 2026 | 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...
