by Holden + Taylor Advisory Group | Jun 3, 2024 | Accountants, Blog, business owners, Center of Influences, estate planning, Family, farmers, financial advice, financial planning, incorporated professionals, individuals, insurance, investment, life insurance
Our Network of Professionals As financial advisors, our goal is to help you achieve financial clarity. We do this by collaborating with a network of professionals, each bringing unique expertise to the table. Together, we provide personalized advice and...
by Holden + Taylor Advisory Group | May 1, 2024 | Blog, business owners, corporate, critical illness insurance, dental benefits, disability, disability insurance, financial advice, financial planning, group benefits, health benefits, incorporated professionals, insurance, life insurance
Building a Bright and Sustainable Future TogetherAs a small business owner, you recognize the significance of looking after your team and fostering a nurturing work environment. One method to demonstrate this is by providing a robust group benefits plan. This not only...
by Holden + Taylor Advisory Group | Apr 1, 2024 | 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...
by Holden + Taylor Advisory Group | Aug 31, 2023 | Blog, insurance, life insurance
Has it been awhile since you last looked at your insurance portfolio? Are you a little vague in your recollection of all the coverage you have and why you have it? Are you uncertain as to whether or not your portfolio reflects your current situation? Just like going...
by Holden + Taylor Advisory Group | Jun 30, 2023 | Blog, Buy Sell, critical illness insurance, disability insurance, group benefits, health benefits, incorporated professionals, insurance, life insurance, travel insurance
For incorporated professionals, making sure your practice is financially protected can be overwhelming. Incorporated professionals face a unique set of challenges when it comes to managing risk. Insurance can play an important role when it comes to reducing the...
by Holden + Taylor Advisory Group | Jan 31, 2023 | Blog, corporate, health benefits, incorporated professionals, life insurance, long term care, pension plan, RRSP, Tax Free Savings Account
For incorporated professionals, preparing for retirement can go beyond finances, one of the biggest challenges is concern for the future of their clients or patients. Planning for retirement can take several advisors including a financial advisor, tax specialist and...
