Content Release: November

With Financial Literacy Month underway, November is all about clarity, education, and empowering better financial decisions. This month’s content release gives you the tools to guide those conversations with ease.

Our latest video, “Preparing Your Family Financially for What’s Ahead”, explores the enormous wealth transfer underway as Canadian baby boomers pass assets to the next generation. It’s an ideal resource to share with families who haven’t yet had open conversations about estate planning, helping them understand why early clarity prevents conflict, confusion, and unintended outcomes later.

This month’s infographic, “Paying Down a Mortgage or Investing?”, outlines the key benefits of both approaches. It’s a strong tool to help clients weigh their options, understand how each strategy works, and choose the path that aligns with their goals, comfort level, and financial timeline.

We’ve also added three new Quick Insights, each designed to help you share accurate, compliance-friendly guidance in the online world full of mixed messages:

• What Does a Financial Planner Do? - Highlights the full value a planner brings, from goal-setting to ongoing guidance, showing why professional support matters.
• Want to Know Why an Insurance Advisor Makes All the Difference? - Explains how expert advice provides personalization, clarity, and long-term protection that DIY platforms can’t replicate.
• Term vs. Mortgage Insurance - A clear side-by-side comparison that makes it easy to understand the differences and choose the right fit for individual needs.

Whether you’re starting new conversations or deepening existing ones, these pieces are designed to support your expertise and make financial education easier for everyone. We can’t wait to see how you use these new releases to educate, inspire, and keep meaningful financial conversations moving forward.