Explore our free library of resources and tools. Download, enjoy, and share with your team!
PEOPLE & CULTURE

The Workplace Culture Report 2021
Insights and tools to strengthen your workplace culture.

B Corporation | Anti-Racism Resources
Resources compiled by B Lab, the organization behind the B Corp Certification.

15 Canadian WFH Employee Perks 2021
Resources to help boost WFH employee wellness and engagement.
FINANCIAL WELLBEING

Retirement & Savings Calculator
One of our favourite personal financial tools from Empire Life.

Cash Flow Toolkit
Create a visual representation of your budget. Track your net worth and debt.
INSURANCE TOOLKITS

Home Contents Calculator
Work out how much contents coverage you need on your home insurance policy.

2021 EI Adjustments
The federal government's annual adjustments to Employment Insurance maximums and premium rates.
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Browse our video library.
Mortgage Insurance vs Life Insurance
Hear from Aaron, our Life Insurance specialist, about why it makes more sense to include your mortgage insurance in your life insurance policy.
Term Life Insurance
Aaron breaks down why term life insurance may make more sense if you have a young family or a mortgage.
Permanent Life Insurance
Aaron explains why you should consider permanent life insurance for tax advantage charitable giving and estate planning.
Disability Insurance
Aaron explains why you should be protecting your most valuable asset – the ability to earn an income.
Critical Illness Insurance
Aaron explains how the risk of a critical illness can be mitigated with a plan that repays your premiums if you never make a claim.
Financial Planning
Aaron explains what Financial Planning entails, and how you can use it to reach your goals.
Business Package Insurance
Jacques explains what a comprehensive business insurance package should contain and who might need one.
Commercial General Liability (CGL) Insurance
Jacques discusses the scope of coverage by a CGL insurance policy and why businesses need this coverage.
Directors & Officers (D&O) Insurance
Jacques discusses how D&O can mitigate some of the risks faced by business leaders who hold stewardship in an organization.
Errors & Omissions (E&O) Insurance
Jacques explains the specifics of a errors & omissions (E&O) or professional liability insurance policy.
Landlord / Commercial Property Insurance
Jacques discusses who might need a landlord or commercial property insurance policy.
Cyber Risk Insurance
1 in 5 Canadian businesses have been victims of a cyber-attack. Jacques explains why modern Canadian businesses must have cyber risk insurance and what this policy can cover.
Homeowners Insurance
Jacques explains why you need homeowners (or home) insurance and the different coverage options available.
Condo / Townhouse Insurance
Jacques explains a few of the important coverages that come with a condo or townhouse insurance policy.
Tenant / Renter’s Insurance
Jacques explains how tenant or renter’s insurance policy covers your liability and personal property.