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How To Use Insurance To Provide Your Family With Financial Protection

How To Use Insurance To Provide Your Family With Financial Protection

by Financial Tech Tools | Oct 5, 2026 | Blog, life insurance

How To Use Insurance To Provide Your Family With Financial Protection The best way to provide your family with financial protection is with solid insurance planning. These three types of insurance will ensure your family has the financial resources they need if you...
Understanding Target Loss Ratio and Your Group Benefits Plan

Understanding Target Loss Ratio and Your Group Benefits Plan

by Financial Tech Tools | Sep 1, 2026 | Blog, business owners, financial advice, Financial Planning, Group Benefits, health benefits

Group benefits can be intricate both in their establishment and administration. There are numerous details and considerations to be aware of when purchasing a group benefits plan, one of which is the target loss ratio (TLR).Key Questions Addressed:What is a target...
The Five Steps to Insurance Planning

The Five Steps to Insurance Planning

by Financial Tech Tools | Aug 6, 2026 | Blog, Insurance, life insurance

Protect What Matters Most: 5 Steps to Insurance PlanningDisability, Critical Illness, and Life Insurance SolutionsLife is full of uncertainty. While we can’t predict the future, we can prepare for it. Whether you’re protecting your income, your health, or your...
How to Catch Up on Your RRSP Contributions

How to Catch Up on Your RRSP Contributions

by Financial Tech Tools | Jun 30, 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...
What Is Participating Whole Life Insurance?

What Is Participating Whole Life Insurance?

by Financial Tech Tools | Jun 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...
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Recent Posts

  • How To Use Insurance To Provide Your Family With Financial Protection
  • Understanding Target Loss Ratio and Your Group Benefits Plan
  • The Five Steps to Insurance Planning
  • How to Catch Up on Your RRSP Contributions
  • What Is Participating Whole Life Insurance?

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Kelly Smith Group

Kelly Smith, CFP, CPA, CGA
Founder and Principal Advisor

(416) 402-1140
kelly.smith@kellysmithgroup.ca

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How To Use Insurance To Provide Your Family With Financial Protection

How To Use Insurance To Provide Your Family With Financial Protection The best way to provide your family with financial protection is with solid insurance planning. These three types of insurance will ensure your family has the financial resources they need if you...

Understanding Target Loss Ratio and Your Group Benefits Plan

Group benefits can be intricate both in their establishment and administration. There are numerous details and considerations to be aware of when purchasing a group benefits plan, one of which is the target loss ratio (TLR).Key Questions Addressed:What is a target...

The Five Steps to Insurance Planning

Protect What Matters Most: 5 Steps to Insurance PlanningDisability, Critical Illness, and Life Insurance SolutionsLife is full of uncertainty. While we can’t predict the future, we can prepare for it. Whether you’re protecting your income, your health, or your...

« Older Entries

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