Montridge Advisory Group Ltd.

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Craig Miller

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Financial Wellness

Life Insurance Made Simple: The Key to Financial Security and Peace of Mind

By Craig Miller on November 12, 2024

Life is unpredictable, but your financial security doesn’t have to be. Life insurance protects your loved ones and helps build a lasting legacy. Whether starting a family, buying a home, or...

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Insurance

Key Person Insurance: How to Prepare for the Unexpected

By Craig Miller on September 4, 2024

Every company has at least one "key person" essential to its success—and perhaps its very livelihood. If you own a business, you are likely that key person. What would happen if you, your...

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Financial Wellness

How to Improve Employee Financial Wellness (The Basics)

By Craig Miller on August 20, 2024

As an employer, you are probably aware that people are experiencing higher and higher levels of financial stress. Unfortunately, money worries affect how present and productive employees...

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Financial Wellness

Supporting Your Employees’ Financial Wellness Beyond a Group RRSP

By Craig Miller on March 6, 2024

Employee financial wellness is not just a trendy concept; it's a critical component of any comprehensive benefits package. In today's competitive job market, where attracting and retaining...

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Financial Wellness

What is an Individual Pension Plan? How to Retire with More

By Craig Miller on February 14, 2024

Let's get straight to the point: As a business owner, your retirement planning needs to evolve. The traditional methods of income splitting and passive investment aren't as effective under...

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Financial Wellness

Retire Happy: Employees' Retirement Savings Options

By Craig Miller on February 6, 2024

As an employer, it might seem that employees should plan their own retirement. But nowadays, employees expect company support in retirement planning. Employees view your company as a...

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Financial Wellness

6 Game-Changing Tools To Improve Your Employees’ Financial Well-Being

By Craig Miller on January 16, 2024

Are you currently using any financial wellness tools to help your employees achieve their financial goals? If not, this article is for you. Financial wellness is a crucial component of a...

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Employee Benefits

Designing Employee Benefits Plans Beyond Provincial Health Coverage

By Craig Miller on June 6, 2023

This article will discuss the major gaps in Canadian healthcare coverage and provide suggestions as to how employee benefit plans can help cover these gaps. By doing so, you can use these...

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Financial Wellness

4 Common Tax Misconceptions

By Craig Miller on April 5, 2023

With the end of April rapidly approaching, many of your employees are stressing, scrambling, or otherwise procrastinating about filing their income taxes. It’s expected. Like allergies at...

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Financial Wellness

Financial Planning vs. Investing: Why Your Employees Should Understand The Difference

By Craig Miller on February 21, 2023

Over the last several years, companies have faced escalating demands from employees for help with financial matters. This is due to the increasing stress and anxiety many people feel around...

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