Explore Our Educational Video & Blog Library
Clear, concise insights on insurance, investments, retirement, and group benefits—so you can make informed, confident decisions. Browse videos and explainers created for Canadians and small businesses.
Video Playlists
Watch quick explainers on benefits, risk management, investment basics, and retirement readiness.
Related Articles
Deeper dives, checklists, and how-tos from our blog and tools.
Trusted External Resources
Authoritative references we frequently recommend.
Ready for Personal Guidance?
Book a no-obligation call to discuss insurance, investments, or benefits for your family or business.
Tip: Every video card in the Gallery includes a short description and usually links to a related article or tool where you can learn more.
Gallery FAQs
What types of topics do the videos cover?
We focus on practical, Canadian-specific topics: life & health insurance basics, RRSP vs TFSA, retirement income planning, group benefits for small business, and financial wellness steps you can take today.
How do I watch the videos in full screen?
Click the thumbnail to open the video. Use the full-screen icon in the player for the best experience on desktop or mobile.
Where can I read more about a topic?
Each video includes a short description and usually links to a related article in our Blog or a page under Tools & Insights.
Can I request a new video?
Absolutely. Send your suggestion through our contact form and we’ll add it to our content queue.
Do these videos replace personalized advice?
No. The content is educational only. For recommendations tailored to your goals, please book a free consultation.
Browse Videos by Topic
🛡️ Protection & Insurance Insights
Protect your family, income and financial future with practical guidance on life insurance, mortgage protection, income protection and risk management.
What Happens financially if an income earner dies?
Term Life vs. Permanent Life insurance
how much life insurance does your family really need ?
mortgage insurance vs. personal insurance
🩺 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
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.
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.
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.
Group RRSP
Is Your Current Group Benefits Plan Still Competitive?
ASO - Administrative Services Only Plan
Group Benefits for Starters
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.
Financial Calculators Tools
Test assumptions, compare scenarios and explore how different financial decisions may affect your future.
Articles & Guides Resources
Read practical financial insights, planning checklists and educational guidance for individuals, families, professionals and business owners.
Specialized Planning Centres Centres
Explore focused planning centres covering the major areas of your financial life.
Explore the GMFSI Learning Centre
Access educational videos, practical planning resources, retirement guidance and specialized financial centres—all organized in one convenient place.
Planning & Strategy Centres
Explore GMFSI planning resources for retirement, investments, insurance, group benefits, estate planning, government benefits, and financial decision-making.
Not sure where to begin?
Start with a quick conversation or go straight into your personalized financial intake.
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 →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.
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
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- Financial Wellness
- Investment Planning
- Retirement Planning
- Uncategorized
- group benefits
- insurance solution
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 →Not sure where to begin?
Start with a quick conversation or go straight into your personalized 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 →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
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:
Planning & Strategy Centres
Explore GMFSI planning resources for retirement, investments, insurance, group benefits, estate planning, government benefits, and financial decision-making.
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.
Partners & Carriers We Work With
Independent access to multiple leading insurers across Canada.
Visit Assumption Life
Visit Foresters Financial
Visit Humania Assurance
Visit Canada Protection Plan
Visit Industrial Alliance
Visit Sun Life Financial
Visit Desjardins Financial Security
Visit Canada Life
Visit Empire Life
Visit RBC Insurance
Visit Equitable Life of Canada
Visit Manulife Financial
Visit Beneva Insurance
Visit Green Shield Canada
Visit Assumption Life
Visit Foresters Financial
Visit Humania Assurance
Visit Canada Protection Plan
Visit Industrial Alliance
Visit Sun Life Financial
Visit Desjardins Financial Security
Visit Canada Life
Visit Empire Life
Visit RBC Insurance
Visit Equitable Life of Canada
Visit Manulife Financial
Visit Beneva Insurance
Visit Green Shield Canada