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Wealth Planning

economic response plan
economic response plan
Sep 15, 2020
The federal government has enacted several legislations aimed at stabilizing the economy during the COVID-19 pandemic. Here's what you need to know.
middle aged woman in her home office
middle aged woman in her home office
Jul 28, 2020
The opportunity to deduct home office expenses on personal tax returns has been a popular topic as more employees are working from home during COVID-19. Here’s what you need to know.
asian family sitting on couch
asian family sitting on couch
Jul 20, 2020
So much can change between the time your estate plan and related documents are prepared and when they take effect. That’s why it’s important for your estate plan to include back-up plans.
meeting with three people
meeting with three people
Jun 29, 2020
There’s a right time and a wrong time to make your portfolio more conservative. Find out how the right move at the right time keeps you on track to reach your investment objectives.
PEI flag
PEI flag
Jun 25, 2020
Finance Minister Darlene Compton tabled the 2020-2021 Prince Edward Island provincial budget on June 17, 2020. Here's what you need to know.
Provincial flag for Saskatchewan
Provincial flag for Saskatchewan
Jun 25, 2020
Finance Minister Donna Harpauer tabled the 2020-2021 Saskatchewan provincial budget on June 15, 2020. Here's what you need to know.
African American couple walking on the beach
African American couple walking on the beach
Jun 18, 2020
You don’t have to win the lottery. Find out the more common reasons why some people may consider retiring earlier than planned.
older couple meeting with their financial advisor
older couple meeting with their financial advisor
Jun 4, 2020
You may be surprised by the number of life situations that call for changes to an estate plan. We’ll cover the situations that might prompt you to review yours.
estate planning during covid-19
estate planning during covid-19
May 15, 2020
The current COVID-19 pandemic has resulted in many pausing to reflect on their estate and incapacity planning. Here’s what you need to know.
daughter caring for her mother
daughter caring for her mother
Apr 15, 2020
Do you have a child with special needs or a spouse or parent with an illness or disability? While you devote so much extra time providing care, we can help out with the financial aspect of care.