Be well-informed.
We are committed to providing clients with timely information on investments, wealth planning and our community.
Wills
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.
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.
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.
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.
Oct 3, 2017
The information era has introduced a wide variety of new devices and digital applications. Along with these technological innovations, come new types of assets. As individuals increasingly spend more time on the internet, they create a financial footprint. A recent report done by Deloitte found...
Jan 10, 2017
As Canadian parents and guardians are responsible for the support and education of their children, it may come as a surprise that in most Canadian jurisdictions, parents are not automatically entitled to control minor children’s property.
Sep 30, 2016
Parents typically have the same estate planning objectives – to provide for their children’s care and financial security after they’re gone. But when only one parent is involved, certain aspects of an estate plan require special attention.