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Be well-informed.

Estate 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.
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.
Senior couple planning retirement
Senior couple planning retirement
Oct 16, 2018
You and your spouse have been putting it off but you decide it’s finally time to get your wills and estate planning in order. Here’s what you need to know.
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.
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.
Mother and father playing with child
Mother and father playing with child
Aug 15, 2018
When your goals or life situation changes, your portfolio may need to change too. Here are three illustrations of how we might adjust your portfolio as your life changes.
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.
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.
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.

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