by Arif Kanji, CFP, CLU | May 23, 2025 | Financial Advisors, Financial Planning
The financial services industry is evolving faster than ever. In 2025, artificial intelligence (AI), robo-advisors, and algorithmic platforms are now deeply woven into how portfolios are built and rebalanced. These tools offer impressive capabilities — instant access,...
by Arif Kanji, CFP, CLU | Feb 14, 2025 | Estate Planning, Taxes
For business owners, estate planning is more than just drafting a will—it’s about ensuring a seamless transition of leadership, protecting assets, and securing long-term financial stability for both the business and personal estate. Without a well-structured...
by Arif Kanji, CFP, CLU | Nov 19, 2024 | Investing
Physicians have demanding careers, but with the long hours and high stakes come a high earning potential. While investing in Registered Retirement Savings Plans (RRSPs) and Tax-Free Savings Accounts (TFSAs) is critical for tax savings, physicians are often left with...
by Arif Kanji, CFP, CLU | Oct 17, 2024 | Investing
Investing can take you in unique directions when you look beyond stocks, bonds, and cash, opening new avenues for growth. Alternative investments present many opportunities that appeal to seasoned investors and those looking to diversify their wealth and plan for the...
by Arif Kanji, CFP, CLU | Aug 15, 2024 | Insurance, Retirement Planning
When it comes to financial planning, one term you’re likely to encounter is whole life insurance. If you’re new to the concept, you might wonder what it entails and how it fits into your financial picture and retirement planning. Whole life insurance is a...
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