What to Consider at Mortgage Renewal

Welcome to Financial Focus with Chris Burton!

This new segment in our monthly newsletter will feature posts discussing financial planning, budgeting, tips for finding a good mortgage rate, managing debt, purchasing life insurance, investing in critical illness insurance, and more.

This month we are focusing on “What to Consider at Mortgage Renewal.”

Over 180,000 Canadian mortgages are up for renewal this year. With many homeowners already facing the challenge of balancing car payments, monthly bills, and the important goal of saving for retirement, your mortgage renewal can be an opportunity to reevaluate your financial situation and goals. Dive into this guide with six things to consider at mortgage renewal.

Do you have a question for Chris? Email [email protected] and we will try to answer it in a future edition of Financial Focus!

Win 2 Tickets to Wendy & Peter Pan

We are giving away 2 TICKETS to the Stratford Festival production of Wendy and Peter Pan on Saturday, August 24, at 2:00 p.m. at the Avon Theatre!

To enter and for full contest details, visit our Facebook, Twitter, or Instagram page!

We Are Hiring a Commercial Lines Account Manager!

We are hiring a Commercial Lines Account Manager!

This role involves managing client relationships, providing exceptional customer service, and tailoring insurance solutions to meet diverse business needs. If you have a Registered Insurance Broker of Ontario (RIBO) license and two years of experience working in insurance, apply now to join our growing team!

Join our team!

Read to Ride: Bike Draw Winners!

We had a fantastic time visiting Exeter Elementary School and Goderich Public School this month to celebrate the end of Excalibur Insurance Group’s Read to Ride program. 📚🚲

Exeter Elementary School:
We joined Mrs. LaPorte’s Grade 3 class to recognize their incredible achievement of reading nearly 700 hours over three months. Congratulations to our bike winners, Gabriel and Hudson, and kudos to Sullivan for being the Top Reader!

We rewarded the students’ hard work with ice cream and a copy of our book, “Artie The Good Knight and the Excalibur Academy,” which was written in support of the Read to Ride initiative. A big thank you to their amazing teacher, Courtney LaPorte.

Goderich Public School:
Our visit to the Grade 4 class of Goderich Public School was equally exciting. We celebrated Jace and Maitland, our bike winners, and gave a special shout-out to Alex, the Top Reader.

The students surpassed their reading goals and enjoyed sharing their favorite books, including popular series like Percy Jackson, The Babysitters Club, and Diary of a Wimpy Kid. We ended the celebration with delicious ice cream at Cravings in Goderich. Thanks to their wonderful teacher, Tamara Dobos, the team at Cravings for the sweet treats, and Denata at 360 Bikes ‘n Boards for their support.

Thank you to both schools, the dedicated teachers, and our partners at 360 Bikes ‘n Boards for making the Read to Ride program a huge success! 📖🍦🚴

What Is Pay-As-You-Go Insurance?

While many people own a vehicle, only some use them every day or even every week. Some drivers tick off 25,000 km or more every year driving to and from work, running errands, taking the kids to school, etc. while others might only sporadically use their vehicle.

Everyone has a unique lifestyle, and your insurance coverage should reflect your needs. One of the great things about car insurance is that Canadian drivers may purchase what is referred to as “pay-as-you-go” insurance.

Not sure what that is? We explain in this blog.

Life Insurance’s Role in Estate Planning

Discover how life insurance can be a powerful tool in your estate planning strategy. We explore the benefits of using life insurance to protect your loved ones and ensure a smooth transfer of assets. Learn practical tips to secure your family’s financial future in this blog.

Insurance Partner Spotlight: Echelon Insurance

Welcome back to our “Insurance Partner Spotlight,” a segment in our newsletter that features our company partners! Since we work with over 40 of Canada’s Top Insurers, our goal is for our clients to better understand the options and specialty products that we offer.

This month’s spotlight is on Echelon Insurance.

Founded in 1998, Echelon Insurance became a member of the CAA Club Group in 2019. Echelon works to protect Canadian families and businesses with Personal and Commercial Insurance solutions and is a leading specialty insurance provider. Echelon Insurance is best known for providing automobile insurance for drivers unable to obtain coverage elsewhere due to a poor driving record, high claims frequency, or inexperience.

To learn more about Echelon Insurance, click here.

May’s Defender Spotlight – Ken Colquhoun

May’s Defender Spotlight shines on Ken Colquhoun in our Exeter office!

Ken has been in the insurance industry for over 25 years. He previously worked as an insurance claims adjuster before joining the Excalibur team in 2007 as a Branch Manager. Ken’s role requires him to be both a personal and commercial broker, as well as our Sales Team Manager.

Ken is a fantastic mentor: always willing to listen, help answer questions, and provide thoughtful insight. All excellent characteristics to have in a manager!

Thank you, Ken, for your wonderful contributions to our team!