Estate Planning
Time to Hold a Family Financial Meeting
Family gatherings like holiday meals, birthday parties and anniversary celebrations are all important. So is the family financial meeting.
Estate Planning
Estate Planning
Intergenerational Wealth and the Need for a Family Advisor
Intergenerational Wealth and the Need for a Family Advisor In today’s increasingly complex market and economic environment, the steady hand
Estate Planning
How to Pass on the Family Cottage
How to Pass on the Family Cottage Canadians adore their escapes from the city. And what’s not to love? Not
Estate Planning
Have You Been Asked to be an Executor?
Have you been asked to be an Executor? Have you been asked to be an executor? It’s an honour to
Estate Planning
Preserve Wealth and Reduce Taxes with a Family Trust
Preserve Wealth and Reduce Taxes with a Family Trust High-net-worth families want to protect their wealth, and one proven way
Estate Planning
Downsizing as Retirement Smartsizing
Downsizing Your Home as Retirement Smartsizing Do you have a “guest room” in your home that hasn’t seen a guest
Estate Planning
Putting Your Wealth Plan Into Action
Putting Your Wealth Plan Into Action When we think of health, we immediately think about our bodies and minds. But
Estate Planning
Why Everyone Needs an Estate Plan
Estate Planning: Why Everyone Should Have a Plan Pop legend Prince passed away in 2016 at the young age of