We are committed to providing clients with timely information on investments, wealth planning and our community.
Aug 12, 2019
Trusts are a great tool for succession and wealth planning, however you should be aware of the 21-year rule. This is what you need to know.
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.
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.