When appointing an executor for your estate, the person who first comes to mind won’t necessarily become your final choice....
Estate planning is all about protecting your loved ones by planning a smooth transfer of your assets to your heirs. It’s about giving you peace of mind...
Imagine an affluent couple whose wealth is self-made after decades of hard work and disciplined financial planning. They have a child who’s 18. Now, the couple is giving serious thought to the handing down of wealth....
A lack of communication between parents and children may be leaving inheritors are in the dark about their financial future and many benefactors risk not having their wishes carried out as planned....
For many people saving for retirement, their financial life often looks something like a portfolio that consists of traditional investments, generally fixed income and equities; estate planning involves drafting a will and naming an executor; or....
Timing can be everything, especially in investing, and the timing and size of deposits and withdrawals can also influence your investment outcomes....
While some Canadians choose to figure it out on their own, an overwhelming majority believe that financial advisors have a positive impact on their lives, their families, and their futures....
While COVID-19 has had an immediate financial impact on many Canadians, the uncertainty it has caused has left others eying their legacy....
Long or short-term goals play a big part in deciding which savings tools you should use. Find out if a TFSA or an RRSP or a combination of both are the better fit for your financial needs....
Let’s change the narrative that women lack financial confidence. Working with the right Advisor helps. Our 4-Point Advisor Assessment Framework set outs questions you should ask yourself....
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