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You Just Inherited Money: What to Do First

You Just Inherited Money: What to Do First

by G3 Wealth Strategies & Consulting Inc | Aug 6, 2026 | Blog, insurance, investment

You Just Inherited Money: What to Do FirstComing into an inheritance is a strange mix of feelings. There is often grief, because the money usually comes after losing someone you care about. There can also be relief, pressure, or even guilt. On top of all that, you may...
Financial Checklist for New Parents in Canada

Financial Checklist for New Parents in Canada

by G3 Wealth Strategies & Consulting Inc | Jun 30, 2026 | Blog, insurance, investment

What to Do Financially When You Have a BabyA new baby brings a lot of joy, and a lot of new to-do lists. Most of them are about feeding schedules and car seats. But a few items on the list are about money, and they matter more than you might think.You do not need to...
What Is Participating Whole Life Insurance?

What Is Participating Whole Life Insurance?

by G3 Wealth Strategies & Consulting Inc | Jun 1, 2026 | 2026, Blog, insurance

What Is Participating Whole Life Insurance?Most people buy life insurance for one reason: to make sure their family is protected if something happens to them. But there is a type of life insurance that does something more – it builds value over time while you...
Insurance Made Clear – S1E1

Insurance Made Clear – S1E1

by G3 Wealth Strategies & Consulting Inc | Jan 26, 2026 | 2026, Budget, financial advice, insurance, Uncategorized

Insurance is one of those topics many people feel they should understand, yet few feel confident explaining. Policies are often filled with technical language, assumptions, and decisions that feel overwhelming without proper context. In the first episode of Insurance...
Charitable Giving

Charitable Giving

by G3 Wealth Strategies & Consulting Inc | Oct 31, 2025 | Blog, business owners, DRAFT, Family, farmers, financial advice, financial planning, insurance, Professionals, retirees, tax

Why do individuals give to charity: ● Leave a legacy ● Essential to organizations ● Meaningful tax relief for contributors There are many ways to give and lots of potential tax savings: 1. Simple Cash Gifts – Charitable tax credit 2. Gifts in Kind –...
Immediate Finance Arrangement

Immediate Finance Arrangement

by G3 Wealth Strategies & Consulting Inc | Aug 8, 2025 | Blog, business owners, corporate, incorporated professionals, insurance, life insurance, tax

An Immediate Financing Arrangement (commonly known as an IFA) is a financial planning strategy that combines permanent life insurance coverage with tax-advantaged wealth accumulation — typically through a Canadian-controlled private corporation. Who could benefit from...

Recent Posts

  • You Just Inherited Money: What to Do First
  • Financial Checklist for New Parents in Canada
  • What Is Participating Whole Life Insurance?
  • What Is Life Insurance and How Does It Work?
  • Tax Lines to Look Out For on Your 2025 Canadian Tax Return
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