Protecting Your Portfolio Ahead of Turbulent Times

There's talk in the market about an upcoming recession. What can you do about it?...

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Heading south this winter?

Winter is the time of year when many Canadians plan their escapes from the cold and head to warm weather destinations. It is important to ensure your estate plan is in good order......

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Understanding Trusts

What is an "inter vivos trust"? Do you need a Power of Attorney? What is the difference between a will and a trust? How does provincial legislation play into all of this?...

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Unplugged Vacations - Essential to recharge

Taking a break from contact with the office is essential to getting rested and recharged With mobile devices always within easy reach, it’s becoming more and more difficult for Canadians to “unplug” from the office during time off work. In fact, mor...

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Your Canadian Tax Checklist

With tax time upon us, it is good to have a checklist that can help you lower your tax burden and ensure you aren’t missing...

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Things to Consider When Writing Your Will

Not having a will is actually a fairly common and problematic situation for many Canadians. But having a will that is not effective can also create significant problems. If you haven’t yet prepared a will or are in the process of updating one, there...

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Estate Planning: A Snowbird Checklist

Heading south this winter? Winter is the time of year when many Canadians plan their escapes from the cold and head to warm weather destinations. While many planning efforts are focused on setting up tee times, updating travel insurance and protectin...

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Income is Scare. Casting a Wide Net Can Pay Dividends

For the first time ever, there are now more people in Canada age 65 and over than there are under age 15, according to Statistics Canada. The proportion of those aged 65 and older climbed to 16.9 per cent of Canada’s population and many of them have...

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Back to School: Open an RESP

It’s that time of year again, when families all over the country are preparing their kids for the back to school season. With that can come an added sense of financial responsibility as the cost of education continues to be one of the most significan...

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10 Reasons to Stop Putting Off Your Estate Planning

Estate planning is an essential part of wealth management. Estate planning not only ensures that your assets are distributed pursuant to your wishes, but it ensures that such distributions are done in a tax effective manner, and that your beneficiari...

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