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Wealth Planning

Father and daughter working together
Father and daughter working together
Sep 24, 2018
As baby boomers head toward retirement, many will be faced with the prospect of selling or transferring a family business. If you’re a business owner in this situation, here are five key issues to keep in mind.
Multigeneration family celebrating birthday
Multigeneration family celebrating birthday
Sep 18, 2018
When a family member is struggling with a financial issue – perhaps your parents or in-laws, or an adult child – do you ever wonder if you can ask us for advice? The answer is yes.
Mother and daughter reading book
Mother and daughter reading book
Sep 13, 2018
When it comes to helping children financially, there’s no definitive approach. What’s right for your family will depend on your principles and beliefs and your child’s personality. Here are some suggestions on how you can support your children and help them learn valuable life skills about money as...
Adult daughter hugging mother
Adult daughter hugging mother
Sep 6, 2018
Today’s housing prices can present a real challenge when your child looks at owning a home. You may think about gifting the down payment, co-signing the mortgage, or giving your child a loan. These are the pros and cons you should consider.
Family portrait
Family portrait
Sep 4, 2018
When your children enter their teens, life changes in many ways — including your financial life. Here’s a look at some of the major financial planning themes that arise as you navigate their teenage years.
Grandparents with granddaughter on smartphone
Grandparents with granddaughter on smartphone
Aug 27, 2018
This quarter, our wealth planning focus was on the importance of incorporating a legacy into your overall plan. We also heard from Robert Swanson, Principal & Chief Market Strategist of Cambridge Global Asset Management on the International Equity Growth Pool.
Senior adults using tablet
Senior adults using tablet
Aug 20, 2018
Fraud is one of the most widespread crimes against seniors in Canada. Here’s a look at some of today’s most popular scams, which have cost seniors anywhere from hundreds to thousands of dollars apiece.
African American grandmother reading with grandson
African American grandmother reading with grandson
Aug 13, 2018
If you have set up and contributed to an RESP for one or more of your children or grandchildren, you’ve done some valuable planning for their future education. But your planning could unravel if you do not also address what is to happen with the RESP when you die.
Cup of coffee in women's hand
Cup of coffee in women's hand
Aug 2, 2018
According to the “latte factor” theory, you give up your daily fancy coffee or similar indulgence and invest the money you would’ve spent. Over time, your small sacrifice becomes a small fortune. But does it work in practice?
Business people on smartphones
Business people on smartphones
Jul 30, 2018
In today’s fast-paced information age, we are bombarded 24 hours a day with investment advice. Even the most level-headed investor may feel anxious. What is a long-term investor to do?

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