“Most advisors only look at part of your financial plan when it comes to preparing for the future. Very few consider the big picture. I offer a clear strategy that works for every life stage so you can feel confident about your finances, and stay on track for the retirement you envisioned.”

“Russ took over my family’s insurance portfolio several years ago. He is an excellent insurance advisor. He is professional, organized, knowledgeable and provided us with a detailed insurance plan to cover my family’s needs. He and his assistant Ardella are also extremely responsive when it comes to taxes and other maintenance issue related to our insurance portfolio. Importantly, Russ is not pushy when it comes to selling insurance products and in fact, advised me not to over-insure, a true sign of his honesty and integrity. Unfortunately, last year I had to submit a claim. Russ was once again organized and walked me through every step. He dealt with the insurance company and ensured everything was in order. The claim paid out without any delay or complications. I highly recommend Russ Young and his team for insurance and estate planning.”

Hi Russ,

I would sincerely like to thank you for your help with my disability claim. The entire process was very smooth and seamless. I received my approval notice less than a month after submitting the required documentation, and your input and advice regarding the submission process was most helpful.

The monthly cheques I will receive will significantly reduce my financial stress now that I am only able to work part time.

The critical illness insurance was also very helpful when I was initially diagnosed, and the process of claiming was smooth and painless. The money I received allowed me to investigate alternative treatment options which really gave me the feeling of doing everything I possibly could to deal with my illness.

The regular meetings with you to ensure the ideal policies were in place for our changing lives, provided peace of mind and one less thing to worry about in these hectic times.

Thanks again for your help Russ.

Russ has been our personal financial advisor for more than 20 years.  Russ has played a vital role in developing our personal financial well-being.  He regularly provides updates and meets with us to review our situation and to make suggestions on any improvements he thinks he can make. He has always been available to answer any questions or to explain options within our portfolio and ensures that we both understand the diverse investments available.  Our transition into retirement has been relatively stress free thanks to Russ’s guidance. Russ is a knowledgeable and professional financial advisor and we consider him equally a good friend.  We highly recommend his services.

Joan and I have trusted Russ to manage all of our investments since 1998. In
that time we have come to respect all the decisions that he has made on our
behalf and now entering retirement we know that we are in very good hands
with The Young Financial Group.

We would not hesitate to recommend Russ for his services and we think of him
as a good friend.

Latest News

2024 Year-End Tax Tips and Strategies for Business Owners

Discover essential 2024 tax strategies tailored for business owners! From optimizing compensation and preserving the Small Business Deduction to maximizing the Lifetime Capital Gains Exemption, these tips can help save on taxes while planning for your business's future.

2024 Personal Year End Tax Tips

Get ready for tax season with our 2024 guide! Discover actionable tips for families, retirees, students, and investors, including insights on TFSAs, RRSPs, capital gains changes, and much more. Don’t miss these strategies to make the most of your tax year.

The Health Spending Account for Business Owners and Incorporated Professionals

Discover a game-changing solution to manage medical expenses efficiently - the Health Spending Account. As a business owner, reduce tax burdens and provide tax-free benefits to yourself and employees. No monthly premiums, cost-effective, and hassle-free reimbursement process. Unlock the full potential of your healthcare budget now.

Understanding the Registered Education Savings Plan (RESP)

Unlock the power of an RESP to secure your child’s educational future. Learn how tax-deferred growth, government grants, and flexible contribution options can ease the burden of rising post-secondary costs. Plan today for a brighter tomorrow!

Understanding Taxes Payable at Death in Canada

Discover how taxes impact your estate in Canada and explore strategies to minimize the burden. Learn how to manage earned income, deemed disposition, and withdrawals at death to preserve your legacy.

RDSP Explained

Secure the future for loved ones with disabilities through the Registered Disability Savings Plan (RDSP). Take advantage of tax-deferred growth and generous government contributions to build long-term financial security. Learn how the RDSP can be a powerful tool for your family's financial planning.

Getting Ready for Money Emergencies

Facing unexpected financial emergencies? An emergency fund acts as your financial safety net, ensuring peace of mind without dipping into savings or incurring debt. Start small, build steadily.

Protecting Key Talent using Group Benefits

Discover the secrets to retaining your organization's most valuable employees and gaining a competitive edge in today's dynamic job market. Learn how group benefits play a crucial role in fostering a knowledgeable and engaged workforce. From comprehensive health coverage to career development opportunities, this article unveils the keys to a sustainable future. Don't miss out on the chance to build a stronger, more prosperous tomorrow for your company. Read on and unlock the potential of group benefits!

Estate Planning for Blended Families

Blended families – where two people get married but have children from previous relationships – are becoming more common. On top of the day-to-day challenges of blending a family, new spouses also have to figure out how to plan their estates, so everyone is properly taken care of. We cover all of the following a blended family must consider while estate planning: • Sharing the Family Home • Make the Most of a Registered Retirement Savings Plan • How to Share Non-Registered Investments and Other Assets • Why It's Important to Select a Good Trustee • The Advantages of Life Insurance for Blended Family Planning