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SaferWealth Posts



Sean Cavanagh CPA, CA, CF, CBV
Dec 18, 20250 min read


How Emma Built a Living Legacy for Her Grandchildren in Toronto
Discover how Emma from Toronto turned her savings into a living legacy that funds her grandchildren’s education with help from SaferWealth.

SaferWealth
Nov 2, 20252 min read


How One Toronto Father Turned Mentorship Into a Lasting Family Legacy
Discover how one Toronto father used mentorship and structure to create a lasting legacy. Learn how SaferWealth helps families protect what truly matters.

SaferWealth
Nov 2, 20252 min read


The Wake-Up Call That Changed Diane’s Legacy Plan Forever
When Diane’s sister passed without a plan, it changed everything. Discover how a Toronto woman turned loss into peace of mind with SaferWealth.

SaferWealth
Nov 1, 20252 min read


#1 What is Investment Insurance Really?
Let's talk about investment insurance.

Sean Cavanagh CPA, CA, CF, CBV
Oct 30, 20250 min read


Understanding Real Estate vs. Investment Insurance
The Importance of Insurance in Real Estate Insurance plays a crucial role in the real estate sector. It protects property owners from unexpected events. These can include natural disasters, theft, and liability claims. Understanding the differences between real estate insurance and investment insurance is essential for anyone involved in property management or investment. What is Real Estate Insurance? Real estate insurance primarily covers physical properties. This type of i

Sean Cavanagh CPA, CA, CF, CBV
Oct 2, 20252 min read


Understanding VC Risk Swap: An In-Depth Overview
What is VC Risk Swap? Venture Capital (VC) Risk Swap is a financial mechanism that allows investors to manage their risk exposure. It involves the exchange of risk between parties, enabling them to balance their portfolios effectively. This strategy is particularly useful in the volatile world of venture capital, where investments can fluctuate significantly. The Importance of VC Risk Swap Understanding the importance of VC Risk Swap is crucial for investors. It helps in miti

Sean Cavanagh CPA, CA, CF, CBV
Sep 27, 20252 min read






















The Safety Net Jason Didn’t Know He Needed
Jason was a 40-year-old single dad with a special-needs son. His mother, Lorraine, knew Jason had always struggled financially working...

SaferWealth
Jun 15, 20251 min read




Emma’s Living Legacy
At 67, Emma had three grandchildren under 10 — and a concern. “I don’t think their parents will teach them about money,” she confided in...

SaferWealth
Jun 14, 20251 min read
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