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.
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 of an experienced advisor can make all the difference in reaching your financial goals. Working with a Senior Wealth Advisor at Raymer Financial results in comprehensive, personalized wealth planning for every stage of life, giving […]
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 only is a cottage a great getaway, bringing joy to families and friends for generations, it’s also proven to be a profitable investment for many who purchased their property decades ago. It may be hard […]
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 be asked, but also a great responsibility. As an executor, it’s your responsibility to wrap up a persons’s estate after they’ve passed away based on their last will and in accordance with applicable laws. This […]
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 to achieve that goal is through a family trust. And while high-net-worth families may reap the greatest benefits from trusts, other families – especially those who own a business – can make good use of […]
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 in years? A basement of clutter you haven’t looked through for even longer? Maybe you’re considering retirement – not just for yourself, but also for your lawnmower and snow shovel. Downsizing your home (or rightsizing) […]
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 57. Despite fame, fortune, a wardrobe filled with raspberry berets, and a lineup of royalty-generating music, the man made a critical mistake that too many Canadians seem intent on copying – he didn’t have a […]