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Wealth Planning

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.
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.
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.
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.
economic response plan
economic response plan
May 29, 2020
On March 25, 2020, the federal government enacted Bill C-13, the COVID-19 Emergency Response Act, aimed at stabilizing the economy during the COVID-19 outbreak. Here's what you need to know.
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.
hispanic couple with their financial advisor
hispanic couple with their financial advisor
Apr 6, 2020
Making smaller cash donations is straightforward. But making a large charitable gift involves an almost overwhelming number of donation methods. We’ve got a way to simplify your choices.
Quebec flag
Quebec flag
Apr 3, 2020
Finance Minister Eric Girard tabled the 2020 Quebec provincial budget on March 10, 2020. With the March 2020 budget plan, the government is planning to provide environmental leadership, continue to invest in education and increase labour market participation.