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Green Mountain Financial Services Inc.

🎬 GMFSI Video Library

GMFSI Educational Video Library

Trusted Financial Education for Every Stage of Life

Insurance Investments Retirement Group Benefits Financial Planning

Explore practical, easy-to-understand videos designed to help you make confident financial decisions. Whether you're planning for retirement, protecting your family, growing your investments, or enhancing employee benefits, our educational library provides trusted guidance every step of the way.

Watch more financial education videos and subscribe to GMFSI Canada on YouTube

Browse Videos by Topic

GMFSI • Watch, read & prepare

Find a Video, Guide or Checklist

Explore practical financial education for Canadians and employers. Search a topic or choose a category, then open the video and related resources. Twelve matching videos also include a printable PDF checklist.

47 videos available

Investing · Retirement

Should Retirees Lock In GIC Rates Now? Bank of Canada Holds at 2.25%

Explore investment decisions, risk, and long-term planning.

Recorded rate context; confirm current rates before deciding.

Watch Video Read GuideOpen ChecklistDownload PDF

Retirement · Group Benefits

What Happens to Your Benefits When You Retire?

Explore retirement income, savings, and decisions before or after retirement.

Watch Video Explore Related Centre

Retirement

The First 90 Days After a Spouse Dies: Financial Steps to Take

Explore retirement income, savings, and decisions before or after retirement.

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Retirement

Should You Give Your Children Their Inheritance While You're Alive?

Explore retirement income, savings, and decisions before or after retirement.

Watch Video Explore Related Centre

Retirement

The Tax Bill at the Second Spouse’s Death: What Canadian Couples Should Know

Explore retirement income, savings, and decisions before or after retirement.

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Retirement

Retirement Income Splitting in Canada: How Couples May Reduce Tax

Explore retirement income, savings, and decisions before or after retirement.

Watch Video Explore Related Centre

Retirement

LIRA & LIF Explained: What Happens to Your Locked-In Retirement Money?

Explore retirement income, savings, and decisions before or after retirement.

Watch Video Explore Related Centre

Retirement

Retiring With a Corporation: How Should You Draw Your Income?

Explore retirement income, savings, and decisions before or after retirement.

Watch Video Explore Related Centre

Group Benefits

Before You Accept Your Group Benefits Renewal: Stay, Negotiate, Modify or Market?

Explore workplace benefits and employer planning decisions.

Watch Video Explore Related Centre

Group Benefits

Group Benefits Costs Rising? 7 Ways to Control Costs Without Reducing Employee Value

Explore workplace benefits and employer planning decisions.

Watch Video Explore Related Centre

Videos open in a new tab. Resources are educational; individual recommendations depend on your circumstances. You can also browse the video collection below.

🛡️ Protection & Insurance Insights

Protect your family, income and financial future with practical guidance on life insurance, mortgage protection, income protection and risk management.

Life Insurance Claim: What Should the Family Do First?

Beneficiary Mistakes That Can Delay or Complicate Your Estate

What Happens financially if an income earner dies?

Before You Cancel a Life Insurance Policy—Check These 7 Things

Term Life vs. Permanent Life insurance

how much life insurance does your family really need ?

mortgage insurance vs. personal insurance

GMFSI VIDEO SERIES

Continue Watching on YouTube

Explore the complete Protection & Insurance Insights playlist for practical guidance on life insurance, income protection, mortgage protection and informed insurance decisions.

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PROTECT • GROW • PRESERVE

🩺 Health, Income & Lifestyle Protection

Learn how critical illness insurance, disability insurance, Health Care Spending Accounts and income protection strategies work together to help safeguard your health, lifestyle and financial security.

Life Insurance

Critical Illness Insurance

Health Care Spending Account

Travel Insurance for Canadians: 7 Things to Check Before You Go

disability insurance video

📈 Investing & Wealth Building

Build long-term wealth through investment fundamentals, diversification, risk management and disciplined investing designed to support your financial goals.

The Market Has Fallen—Should You Sell, Wait or Invest More?

Should Retirees Lock In GIC Rates Now? Bank of Canada Holds at 2.25%

Should Your Corporation Keep Cash or Invest It? | Corporate Investing Canada

Investment fundamentals

Risk vs. Return

diversification explained

investing for long-term wealth

🧭 Financial Planning & Retirement

Explore retirement planning, tax strategies, estate planning and financial planning concepts that help you make informed decisions throughout every stage of life.

Five Years From Retirement? Complete This Checklist Now

Retiring With a Mortgage: Pay It Off or Keep Your Investments?

What Happens to Your Benefits When You Retire?

Should Retirees Lock In GIC Rates Now? Bank of Canada Holds at 2.25%

The First 90 Days After a Spouse Dies: Financial Steps to Take

Should You Give Your Children Their Inheritance While You're Alive?

The Tax Bill at the Second Spouse’s Death: What Canadian Couples Should Know

Retirement Income Splitting in Canada: How Couples May Reduce Tax

LIRA & LIF Explained: What Happens to Your Locked-In Retirement Money?

Retiring With a Corporation: How Should You Draw Your Income?

Your Spouse Dies: What Happens to the RRSP, RRIF and TFSA?

RRIF Withdrawals: Minimum Isn’t Always the Best Strategy

OAS Clawback Explained: How Retirement Income Can Reduce Your OAS

Turning 71: What Happens to Your RRSP?

RRSP Withdrawals: The Tax Surprise Many Canadians Miss

CPP at 60, 65 or 70: How Do You Decide?

Financial Planning for the Self-employed

TFSA vs RRSP

Year End Money Checklist

Estate Planning Essentials

🏢 Group Benefits & Workplace Solutions

Helping Canadian businesses build competitive employee benefits, workplace retirement programs and practical group insurance solutions for employees and employers.

Changing Jobs? Your 7-Step Financial Benefits Checklist

What Happens to Your Benefits When You Retire?

Before You Accept Your Group Benefits Renewal: Stay, Negotiate, Modify or Market?

Why Did Our Group Benefits Renewal Increase? | 7 Factors Explained

Group RRSP

Is Your Current Group Benefits Plan Still Competitive? | Renewal Review

Group Benefits Costs Rising? 7 Ways to Control Costs Without Reducing Employee Value

Is Your Current Group Benefits Plan Still Competitive?

ASO - Administrative Services Only Plan

Group Benefits for Starters

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What question about retirement, insurance, investing, employee benefits, or financial planning would you like explained in a future GMFSI Canada video?

Tell us what you are trying to understand. Please leave out personal financial and medical details. Suggestions may be used for general educational videos.

Group Benefits Renewal Review

Is your upcoming renewal still competitive?

Before accepting the renewal, understand what is driving the pricing—and whether you should stay, negotiate, modify or test the market.

Explore the Renewal Review →
📚 KEEP EXPLORING

Continue Your Learning Journey

Discover more videos, calculators, practical guides, articles and specialized planning resources—all in one place.

Educational Videos Resources

Watch practical, easy-to-understand videos covering protection, retirement, investments, workplace benefits and everyday financial decisions.

Protection & Insurance Life, mortgage and family protection topics.
Investing & Wealth Risk, diversification and long-term planning.
Retirement Planning Income, savings, pensions and retirement timing.
Group Benefits Videos Financial Planning Videos
Browse the Educational Video Library →
Financial Calculators Tools

Test assumptions, compare scenarios and explore how different financial decisions may affect your future.

Retirement Tools Explore projections, gaps and income scenarios.
Insurance Analysis Estimate needs and identify potential gaps.
Investment Planning Model growth, risk and long-term outcomes.
Debt & Cash-Flow Tools Mortgage & Investing Tools
Explore Planning Tools & Calculators →
Articles & Guides Resources

Read practical financial insights, planning checklists and educational guidance for individuals, families, professionals and business owners.

Latest Financial Articles Timely insights for practical financial decisions.
Planning Checklists Organize important financial priorities and actions.
Financial Guides Understand common planning concepts and choices.
Retirement Insights Business Owner Resources
Read Articles & Financial Guides →
Specialized Planning Centres Centres

Explore focused planning centres covering the major areas of your financial life.

Financial Planning Centre Bring your goals, priorities and strategies together.
Retirement HUB Explore retirement income and scenario planning.
Insurance Strategy Centre Understand protection options and planning gaps.
Investment Strategy Centre Debt & Cash-Flow Centre Workplace Retirement Centre
Explore All Learning Resources →

Continue Your Learning Journey

Discover videos, calculators and practical planning resources designed to help you make more informed financial decisions.

Explore the GMFSI Learning Centre →
📚 Learn Before You Decide

Explore the GMFSI Learning Centre

Access educational videos, practical planning resources, retirement guidance and specialized financial centres—all organized in one convenient place.

Educational Videos Planning Centres Retirement Resources Financial Tools
Visit the Learning Centre →
Explore at your own pace

Planning & Strategy Centres

Explore GMFSI planning resources for retirement, investments, insurance, group benefits, estate planning, government benefits, and financial decision-making.

Start Here

Not sure where to begin?

Start with a quick conversation or go straight into your personalized financial intake.

Start My Financial Intake →
Advanced Financial Planning

Need a more structured financial plan?

Skip the quick enquiry and complete our detailed financial intake for more tailored guidance on investments, retirement planning, and long-term strategy.

Begin My Financial Intake →
Takes 3–5 minutes • No obligation • Completely confidential
GROUP BENEFITS INSIGHTS FOR CANADIAN BUSINESSES

Smarter Group Benefits Strategies for Business Owners

Receive practical updates on renewals, cost-control strategies, plan design ideas and employee benefits trends to help you make informed decisions for your business.

Why subscribe to Group Benefits updates?

This is designed for business owners, office managers, HR teams and decision-makers who want a clearer view of their employee benefits options, renewal strategy and long-term plan sustainability.

Renewal Strategy
Insights to help you prepare ahead of renewal and avoid unnecessary surprises.
Cost Control
Practical ways to manage plan costs without automatically reducing value.
Plan Design Ideas
Updates on structure, coverage balance and design considerations for growing teams.
Market Perspective
Helpful commentary on employee benefits trends, insurer options and planning considerations.
Trusted guidance for employers
  • Independent advice with access to multiple group benefits markets
  • Practical guidance for small and mid-sized businesses
  • Focused on balancing cost, coverage and long-term sustainability
Prefer to speak with someone directly?
You can subscribe for updates now, or choose one of the options below if you are already reviewing your current group benefits plan.

Get Group Benefits Updates

Join the Group Benefits Prospects list to receive immediate and ongoing insights from Green Mountain Financial Services Inc.

Ideal for employers reviewing renewals, cost trends, coverage strategy and plan sustainability.

Ready for a next step?

If you are already reviewing your current plan, you can take one of these direct actions.

What happens next?

After subscribing, you’ll receive immediate and ongoing Group Benefits insights designed to help you plan more confidently and review your options with greater clarity.

Immediate Access
Your MailerMojo automation can begin right away with your first Group Benefits email.
Ongoing Insights
Receive relevant updates on renewal strategy, cost awareness and employee benefits planning.
Optional Review
When you are ready, you can book a strategy call or request a proposal for your current plan.

Book a consultation today to start building a plan tailored to your needs. Whether you’re securing your family’s future, planning for retirement, or strengthening your business, we’re here to help you every step of the way. Let’s work together to achieve your goals

Schedule Your Free Consultation Today

Stay informed with practical financial planning insights for Canadians

Helpful updates on retirement planning, insurance strategies, investments and group benefits for individuals, families and business owners.

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Receive practical insights designed to help you plan smarter, protect your future, and retire more confidently.

  • All
  • Financial Wellness
  • Investment Planning
  • Retirement Planning
  • group benefits
  • insurance solution
Advanced Financial Planning

Need a more structured financial plan?

Skip the quick enquiry and complete our detailed financial intake for more tailored guidance on investments, retirement planning, and long-term strategy.

Begin My Financial Intake →
Takes 3–5 minutes • No obligation • Completely confidential
Start Here

Not sure where to begin?

Start with a quick conversation or go straight into your personalized financial intake.

Start My Financial Intake →

Short on time? Prefer a quick conversation? Start with a 15-minute clarity call.

No pressure • Quick conversation • Book instantly

CFP® & EPC guidance • Independent advice • No obligation

Know Where You Stand Before You Retire

Estimate your CPP, OAS, GIS, retirement income, and potential income gap in just a few minutes. Receive a personalized Retirement Readiness Score with practical next steps to help you retire with confidence.

Start My Retirement Income Estimate →
✓ Free • No Obligation • Results in Under 3 Minutes
Interactive Retirement Planning Tool

What Could Your Savings Provide in Retirement?

Explore how your current savings, ongoing contributions, investment return and retirement timeline may shape your future portfolio and potential retirement income.

  • ✓ Project your future savings
  • ✓ Estimate retirement income
  • ✓ Compare inflation-adjusted values
Explore Your Retirement Projection Free interactive planning estimate
Your Next Financial Step

Gain confidence before making
your next financial decision.

Whether you’re planning for retirement, investing for the future, protecting your family, or simply looking for greater financial clarity, every successful plan begins with one conversation.

Choose how you’d like to get started:

Book Your 15-Minute
Clarity Session Call
(905) 921-9962 Explore Financial
Planning Centre
No-obligation conversation
Virtual appointments across Canada
Insurance
Investments
Retirement
Group Benefits

Planning & Strategy Centres

Explore GMFSI planning resources for retirement, investments, insurance, group benefits, estate planning, government benefits, and financial decision-making.

GMFSI Guided Planning Pathways

Choose Your Planning Journey

Select the planning area that best matches your current needs and begin with a focused, confidential assessment.

Every form is interactive, confidential, and followed by a personalized review from Green Mountain Financial Services Inc.

Personalized • No obligation
🛡️ Insurance Needs Review protection priorities → 💼 Group Benefits Request a workplace plan review → 📈 Investment Strategy Model long-term growth → 📋 Financial Planning Build your personalized strategy → ✈️ Travel Insurance Request a personalized travel review → 🏡 Mortgage Protection Request a mortgage protection review → 🌿 Final Expense Explore affordable protection → 🎓 Education Planning Model RESP funding readiness → 💰 Retirement Income Estimate your retirement gap → 🏢 Business Owner Planning Review business planning priorities →
Not sure where to begin? Start with a 15-Minute Clarity Session →

Partners & Carriers We Work With

Independent access to multiple leading insurers across Canada.

Logos are trademarks of their respective owners and are used for identification only.
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