C2 Insights

Clarity, Simplicity, Wellbeing

This is where you will find articles and news with insights, tips, and ideas to improve your personal and business wellbeing. Whether it is financial planning and investments or HR and wellness, we share what you tell us matters most to you, your family, your team.

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  • Employee Benefits
  • Financial Planning
  • Health and Wellness
  • Insurance
  • Investments

#1 Common Mistakes by Young Professionals

As a young professional, everyday feels like you are moving mountains trying to make an impact in your respective industries. Often time our biggest hurdle is the internal battle within ourselves.

What is Wealth

Being wealthy is typically perceived as having an abundance of money. However, that is only 1 type of wealth – Financial Wealth.

Living Benefits

If you become disabled or are ill and cannot work, your bills do not stop. Living Benefits help cover these costs while you recover in different ways.

Welcome 2022

The New Year brings new challenges and new opportunities.

Patience Is A Virtue

We have seen recent market volatility and it is expected to continue. What does this mean for your long-term portfolio… absolutely nothing!

How accurate are Questrade commercials?

Questrade’s claim of retiring “30% wealthier” is misleading as they fail to mention what they compare their stats against.


One of the most common question I get as a financial advisor is “Should I invest in a TFSA or RRSP”. The truth is, there is no straight forward answer. Everyone’s situation is different, and each account type has its advantages.

Working with an Advisor

The benefits of working with a financial advisor stretch beyond investment advice. Well trained and
credentialed advisors take a holistic view – essentially considering all the variables.

Who wants to be a millionaire?

Many people dream of becoming a millionaire but stop there, thinking it is only that – a dream.


Budgeting is not about giving up what you want, but about fitting it into YOUR life.

Tax Implications

Employee benefit plans are not straightforward and require careful attention to make sure they are handled and filed correctly.

New Home Office Expense Claim

If you’re like many of us at least some of the time you worked from home in 2020. Supporting your financial well-being is important to us.