June 30, 2023
Leaving the nest for the first time can be an overwhelming experience, and it is important to be prepared for the journey and financial implications. If you have the opportunity to weigh the advantages and disadvantages of certain living situations (i.e. your move is not super time-sensitive), then it’s a good idea to look at
June 16, 2023
First impressions always matter, but your first meeting with a financial advisor does not have to be nerve-wracking! Whether you are a financial novice or already have lots of experience, we are here to guide you through the world of financial planning. This post outlines the sorts of things advisors will ask you, and what
June 9, 2023
If you have one or more of the following concerns on your application, you may want to consider a simplified or guaranteed life insurance application rather than traditional. Some of them do not disqualify you from a traditional policy, but the carrier may choose to enforce higher premiums or exclude a pre-existing condition from your
March 23, 2021
The Currey Insurance & Investments team would like to thank The Glebe Report for their story on our business and new office space. We are excited to be a fixture of the Glebe community for many years to come! Read the full story here.
August 11, 2020
Charitable donations are a great way to help out the causes you care about; even if it only seems like a drop in the bucket, your generosity can enact great change. But how do you make sure your donation is used effectively? How do you avoid scams? How can you deduct the donation from your
July 7, 2020
One of the biggest sectors affected by the COVID-19 pandemic has been travel – as the world slowly begins to reopen, the UNWTO (World Tourism Organization) is calling for the responsible restart of the industry. Their latest study reveals that April (one of the busiest travel times of the year) saw a fall of 97%
June 22, 2020
The prime rate refers to the lowest rate of interest at which money may be borrowed commercially – in Canada, it is influenced by the Bank of Canada to “promote the economic and financial welfare of Canada.” The BoC will adjust its targets to keep the economy healthy and affect peoples spending habits. For example,
May 19, 2020
Nearly everyone has been impacted negatively by the COVID-19 pandemic, and life insurers are no exception. Amidst the uncertainty surrounding the current situation and the decade-low interest rates in Canada, some life insurance companies have begun to raise their premiums. Just like for many individuals, the volatile market is threatening yield and investment losses –
May 14, 2020
The Pegasus Files Episode 3: Economic management during market recovery from Acart Communications on Vimeo. Click here to tune into this episode of The Pegasus Files, which features Shane Currey as a guest, discussing financial planning and recovery in the midst of the COVID-19 uncertainty.