Insights

Latest from the Trident desk

Plain-language notes on the products, principles and decisions that shape a family's financial plan.

Should I invest in IUL?

Deciding whether to invest in an Indexed Universal Life policy depends on your situation, goals, and risk tolerance. Here is what to weigh first.

Financial security is built from proactive steps and long-term planning. These are the habits that compound into it.

Expertise, planning, risk management and behavioural guidance — what a good advisor actually adds to your financial life.

Take the first step