Category: Financial Education

  • What is Family Economics

    What is Family Economics

    Family economics isn’t just about budgets—it’s about the decisions that shape your family’s financial future. From youth sports to building a lasting legacy, how you spend today affects what you leave behind tomorrow. Discover how families across Canada are creating long-term prosperity through a new way of thinking: the family banking system.

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  • Beneficiary of inheritance: What to do, Pay debts

    Beneficiary of inheritance: What to do, Pay debts

    Canada is in the middle of an unprecedented $1 trillion wealth transfer—and if you’re a beneficiary, what you do next matters more than ever. Inheriting money is more than a financial event; it’s a moment to pause, reflect, and plan with purpose. Learn how to preserve and grow your inheritance while honoring the legacy behind…

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  • Return On Investments in Canada

    Return On Investments in Canada

    Understanding Return on Investment (ROI) goes far beyond simple math—it’s about measuring value in real, personal, and financial terms. Learn how ROI can guide your financial decisions in business and life, and why emotional or lifestyle returns sometimes matter just as much as the numbers.

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  • Personal Balance Sheet

    Personal Balance Sheet

    A personal balance sheet is a powerful tool for understanding your net worth and overall financial health. Learn how to track your assets, liabilities, and discover why cash value from whole life insurance could be one of the most valuable—and overlooked—assets on your statement.

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