Most Canadians want to pass their life savings on to…

Ralph had always worked hard for what he owned. But…

If you’re between 35 and 65, chances are you know…

Let’s face it—your death will create challenges for your loved…

Recently, a client wanted to leave all of their money…

Ralph and Mary have accumulated a nice estate, a good…

Many clients in their 50’s and 60’s are increasingly worried…

It is seldom planned or wished for, but it is…

Clarke owned a small business that employed three other people…

Here are some common TIPS Canadians should consider when assisting…

When it comes to your estate, it is important to…

As people age, maintaining financial independence can become increasingly challenging.…

The Baby Boomers have become known as the sandwich generation…

After spending a lifetime managing your money to ensure that…

Most wives outlive their husbands. Women live longer than men…

Almost 750,000 Canadians are living with some form of dementia1.…

By 2026, an estimated $1 trillion in personal wealth will…

Julia wants to make sure that her estate passes to…

When Dora died on August 1, 2018, most of her…

It’s that time of year when wish lists for gifts…

When Simon’s father passed away two years ago, he didn’t…

It seemed there was nothing her father couldn’t do when…

When Margaret and James married in 2005, it was a…

Today, 28% of Canadians provide some form of unpaid caregiving…

Your estate is everything you own today – your home,…

With the average price of a home in Canada 1…

Recently retired Ross and Penny have an estate planning challenge.…