Blog
Empowering Your Family’s Financial Future: A Comprehensive Guide to Budgeting
Secure your family’s financial future with effective budgeting. Learn how to gain financial clarity, achieve your goals, and prepare for emergencies in our comprehensive guide.
Choosing A Group Benefits Provider
Choosing a group benefits provider? This summary outlines five key things every employer should consider—from plan flexibility to provider support—so you can make confident, informed decisions that truly support your team.
Corporate Life Insurance Planning
Corporate-owned life insurance helps business owners protect their company, manage taxes, and plan for retirement or succession. This article explores how it can fund buy-sell agreements, cover capital gains tax, reward key executives, and support business continuity—all while building tax-advantaged value inside the corporation.
Financial Checklist for New Parents in Canada
A new baby changes everything, including your money. Between sleepless nights and tiny socks, a few financial steps can help protect your growing family. Here is a simple checklist of what to set up, update, and start when a baby joins your home.
What Is Participating Whole Life Insurance?
Participating whole life insurance is a permanent policy that does more than protect your family — it builds cash value and pays dividends over time. Learn how it works, who it’s for, and how it compares to other types of life insurance.
What Is Life Insurance and How Does It Work?
Life insurance doesn’t have to be confusing. Learn how it works, the difference between term and permanent coverage, and how to decide how much protection your family may need.
Tax Lines to Look Out For on Your 2025 Canadian Tax Return
The 2025 tax year brings a lower federal tax rate, higher contribution limits, and several eliminated credits. From the new Canada Disability Benefit to changes in CPP2 and capital gains rules, here are the key lines to watch when filing your 2025 Canadian tax return.
2026 Canada Money Facts
2026 Canada Money Facts – Get the latest TFSA, RRSP, FHSA, CPP, OAS, and RESP limits. Stay informed on savings, pensions, and benefits for the year ahead!
Alberta Budget 2026
Alberta’s 2026 Budget maintains current income tax rates but introduces new levies and higher education property taxes. Here is a clear summary of the key measures affecting families, business owners, and taxpayers.
PODCAST EPISODE – Between two dots – Crystal Taylor – She-EO & Individual Planning Strategist
Crystal Taylor is the co-founder of Holden + Taylor Advisory Group. Crystal shares her journey from a challenging experience with the financial industry, which ignited her passion to help others avoid similar pitfalls. With 17 years of experience, she discusses navigating the 2008 financial crisis, becoming a single mother, and overcoming personal health challenges. Crystal also highlights the importance of insurance, financial planning, and the joy of raising service dogs. Tune in for an insightful discussion that covers adversity, resilience, and intentional living.