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Estate Planning

Family having fun playing in the park
Family having fun playing in the park
Apr 22, 2019
The value of your estate assets could be eroded by tens or hundreds of thousands of dollars in tax. But there’s a life insurance solution that protects an estate’s value – and the children’s inheritance.
Parliament Hill Ottawa Canada
Parliament Hill Ottawa Canada
Mar 21, 2019
On March 19, 2019, federal Financial Minister Bill Morneau tabled the Liberal government's highly anticipated federal budget - here's everything you need to know.
Multi generational family sitting on couch
Multi generational family sitting on couch
Feb 6, 2019
It is important to monitor changes in the applicable laws and rules if your will and estate planning objectives include planning for a beneficiary who has a mental or physical disability.
Picnic with grandmother and granddaughter
Picnic with grandmother and granddaughter
Feb 4, 2019
Any shift in marital status brings with it several changes in your lifestyle, and unique financial planning considerations and solutions. Our expertise in financial planning will ease your tansition and guide you through your new life stage.
Senior couple reviewing will and estates
Senior couple reviewing will and estates
Jan 28, 2019
Keeping your will up to date is an extremely important aspect of your estate planning. We generally recommend that you review your will every three to five years to ensure it is up to date.
Mother, father and their adult children
Mother, father and their adult children
Jan 10, 2019
If you have only one child and she or he wants to be executor of your estate, consider yourself fortunate. But if you have two or more children, you must weigh several pros and cons before naming an executor or co-executors.
Retired woman standing in living room
Retired woman standing in living room
Jan 7, 2019
One of these days, the unexpected may alter the course of your life. Find out through several case studies why financial plans must adapt to meet evolving needs.
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.
Retired couple on beach
Retired couple on beach
Oct 17, 2018
Of the G7 nations, Canada is the only one without an estate tax. But the federal government still has its ways of collecting tax when someone passes. There are ways to minimize the amount of tax payable by an estate. Here are some of the more common strategies.

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