by Aaron Mumby | Dec 5, 2023 | Uncategorized
In the face of loss, executors face the daunting task of managing the deceased’s financial affairs, including the crucial aspect of tax filing. This summary, drawn from an insightful Advisor.ca article, provides a guide to help executors navigate these...
by Aaron Mumby | Oct 3, 2023 | Finances
Supporting Adult Children: The Unforeseen Challenge to Baby Boomer Retirement In an era where financial responsibility is critical, there’s an unexpected tension point lurking in many households: the Baby Boomers— the generation that’s now knocking on...
by Aaron Mumby | Oct 3, 2023 | Employee Benefits, Employee Wellness
Insight for business owners and risk managers Employment practices liability claims are a significant exposure that affects companies of all sizes. Wrongful termination, discrimination and harassment are just a few of the claims employees file against their...
by Aaron Mumby | Apr 27, 2023 | Employee Wellness
As a business owner, you know that offering attractive benefits is crucial to create a positive and productive work environment. One popular choice has been subsidized gym memberships, but there is a better alternative – fitness allowances. This post will discuss the...
by Aaron Mumby | Apr 27, 2023 | Employee Wellness
Many employee surveys focus on employee satisfaction, as it is assumed that satisfied, happy employees will be more productive and have higher retention rates. However, research has shown that employee engagement is a more telling determinant of productivity and...
