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Financial Planning

Adult daughter embracing mother
Adult daughter embracing mother
Sep 17, 2019
It happens to each of us – facing a life choice but having trouble making the decision. We’ve got examples to show that decision-making help is available when a financial element is involved.
Young couple reviewing documents
Young couple reviewing documents
Jul 4, 2019
You might be worried if you and your spouse have opposite ideas about investing. But your differences may present no problem at all – and could even benefit you both.
Financial advisor meeting with clients
Financial advisor meeting with clients
May 21, 2019
If your will planning involves a testamentary trust for one or more of your beneficiaries, you will need to select appropriate trustees.
Adult son hugging mother
Adult son hugging mother
Apr 29, 2019
If you ever lose the ability to manage your financial affairs, someone must take over. Learn why there’s no advantage, only risks, when you put off getting a power of attorney.
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.
Middle aged couple looking at their finances
Middle aged couple looking at their finances
Apr 8, 2019
You are never too old, too young, too wealthy or too poor to engage in financial planning. Here’s why financial planning is important.
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.
Young couple reviewing documents
Young couple reviewing documents
Mar 18, 2019
Have you noticed we’re getting fewer tax breaks? The next best way to come out ahead is to pay the tax later. Find out why tax deferral works and learn about some key methods available.
Stressed couple reviewing financial statement
Stressed couple reviewing financial statement
Feb 19, 2019
If investment personality clashes are posing a challenge to your relationship, here are three approaches that may help.
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.