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Legacy Planning

Senior couple sitting on couch
Senior couple sitting on couch
Dec 12, 2018
If you’re lucky, the decision upon retirement of whether to stay in your home or downsize is an easy one. For many retirees, however, deciding whether or not to downsize is a struggle. Here are some things to consider in making a decision.
Family portrait in a forest
Family portrait in a forest
Dec 4, 2018
It’s tempting to count on an expected inheritance as money in the bank – but it doesn’t always work out so perfectly.
Woman's hand placing coin into piggy bank
Woman's hand placing coin into piggy bank
Oct 9, 2018
For many Canadians, the desire to leave a legacy is an important component of their overall financial, wealth and estate plans. Understanding your personal and charitable goals and objectives is the key to making sure your legacy plans are integrated with your overall planning.