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Wealth Planning

loans gifts and advances to children
loans gifts and advances to children
Apr 24, 2018
As a parent, you should ensure that you clearly document any gifts, loans or advances you make to your children to avoid uncertainty and possible conflict.
Retired couple walking on beach
Retired couple walking on beach
Mar 13, 2018
How much income do you need in retirement? Here’s an exercise you can do with your advisor to find out.
Women and man signing paperwork
Women and man signing paperwork
Mar 7, 2018
Life happens and circumstances change. If your marital status has changed, or is in the process of changing, there are many planning issues to consider.
Retired couple reviewing financial statements and wealth plan
Retired couple reviewing financial statements and wealth plan
Mar 2, 2018
This quarter, our wealth planning focus was on what individuals should consider before drawing on government benefits. We also heard from Rick Vandale, Managing Director of Epoch Investment Partners on their U.S. Equity Value Pool.
Retired couple in flower field
Retired couple in flower field
Feb 6, 2018
Visions of retirement are quite different from person to person, but the financial planning to get there is similar for everyone. Here are five essential items on your pre-retirement to-do list.
If I had a million dollars
If I had a million dollars
Feb 1, 2018
When the Barenaked Ladies released their song “If I Had a Million Dollars” in 1992, the thinking was that if you had a million dollars, you’d be rich. Does this statement still hold true today and is a million dollars enough to get you through retirement?
Retired couple spending time together by the pool at vacation property
Retired couple spending time together by the pool at vacation property
Jan 15, 2018
You may have friends or neighbours who have started renting out all or part of their homes or vacation properties on a short-term rental website and you may be thinking about renting out yours. It is important to consider potential tax and other implications. 
Financial Advisor reviewing retirement plan with clients
Financial Advisor reviewing retirement plan with clients
Dec 11, 2017
People are living longer today than any other generation, yet the possibility of outliving ones’ assets can be a fearful reality. Here’s why understanding the realities of your retirement plan is more important now than ever.
Fraud prevention for seniors
Fraud prevention for seniors
Nov 29, 2017
The doorbell rings and an uninvited contractor tells the homeowner a repair is needed urgently and a payment is needed up front. Seniors are frequently targets for scams like these – they’re often home during the day and may be more trusting. Here are five popular scams to watch out for. 
mesure fiscales proposees
mesure fiscales proposees
Nov 27, 2017
This quarter, our wealth planning focus was on Finance’s proposed changes to the taxation of private corporations. We also heard from Peter Hofstra, Senior Portfolio Manager of Harbour Advisors on their Canadian Equity Value Pool.