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Corporate Life Insurance Planning

Corporate Life Insurance Planning

by Brunelle Financial Planning Group Ltd. | Nov 30, 2025 | Blog, business owners, insurance, life insurance, Professional Corporations

Corporate Life Insurance Planning: Protect, Reward, and Plan for the Future Running a business in often means wearing multiple hats—owner, leader, and long-term planner. But have you ever thought about what happens if you or a key person in your company passes away...
Benefits of Consolidation

Benefits of Consolidation

by Brunelle Financial Planning Group Ltd. | Oct 31, 2025 | Blog, business owners, Family, farmers, financial advice, financial planning, insurance, investment, Professionals, retirees

When putting together your financial plan, there is no question about the benefits of consolidation. It’s common to have your finances all over the place. Savings at the bank, investments with several financial institutions, retirement savings at another. The...
Accessing Corporate Earnings

Accessing Corporate Earnings

by Brunelle Financial Planning Group Ltd. | Sep 30, 2025 | Blog, business owners, financial advice, financial planning, insurance, investment, Professionals

One of the financial planning issues that business owners face is how to access their corporate earnings in a tax efficient way.There are 5 standard methods:SalaryDividendShareholder LoansTransfer Personal AssetsIncome SplittingThere are also unique ways utilizing...
What is Critical Illness Insurance?

What is Critical Illness Insurance?

by Brunelle Financial Planning Group Ltd. | Jun 30, 2025 | Blog, critical illness insurance, insurance

Nowadays, people survive serious medical issues such as cancer, a heart attack, or a stroke. And while this is good news if a criticalillness happens to you – your recovery may come with costs that you don’t have the money to cover. This is where critical illness...
The Five Steps to Insurance Planning

The Five Steps to Insurance Planning

by Brunelle Financial Planning Group Ltd. | Apr 30, 2025 | Blog, insurance, life insurance

  The Five Steps to Insurance Planning Protect What Matters Most: 5 Steps to Insurance Planning Disability, Critical Illness, and Life Insurance Solutions Life is full of uncertainty. While we can’t predict the future, we can prepare for it. Whether you’re...
Insurance Planning for Young Families

Insurance Planning for Young Families

by Brunelle Financial Planning Group Ltd. | Mar 31, 2025 | Blog, Family, insurance

  For young families, making sure your family is financially protected can be overwhelming, especially since there’s so much information floating online. This infographic addresses the importance of insurance- personal insurance. The 4 areas of personal insurance...

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Mark Brunelle, CFP, CLU, CHS

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     All mutual fund products sold through Portfolio Strategies Corporation. Insurance products sold through Brunelle Financial Planning Group Ltd. Mutual funds and exempt market products are sold exclusively by Representatives who are licensed by provincial regulators and registered with Portfolio Strategies Corporation. Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund/exempt market product investments. Please read the Fund Fact or prospectus carefully before investing. Mutual fund and exempt market product investments are not guaranteed, their values change frequently, and their past performance may not be repeated.

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