News & Resources to keep you well-informed
We have assembled a valuable and varied array of information here to help you become more informed and confident as an investor. Content is updated often, so revisit regularly. As always, if there is anything else you ever need, feel free to let us know.
Gifting or Donating as an Attorney for Property*
7/3/2025
In Canada, an attorney for property does not have an unrestricted right to make gifts or donations on behalf of the grantor.
Retirement & Estate Planning
The Value of Estate and Trust Planning
7/2/2025
Protect your family and your legacy.
Retirement & Estate Planning
8 Steps to a Smoother Estate Transfer
6/17/2025
Preparation today secures tomorrow.
Retirement & Estate Planning
Client Story - Retirement in Focus
3/17/2025
The sale of a business opens multiple options in retirement.
Retirement & Estate Planning
Top 5 Reasons Why Estates Get Into Litigation – And How to Avoid Them
2/20/2025
Watch our latest Client Insights webinar.
Retirement & Estate Planning
Using Trusts in Estate Planning
2/7/2025
A trust is a legal structure often used to provide someone with the benefit of an inheritance without giving them control over the inherited assets.
Retirement & Estate Planning
Social Security, CPP and OAS: What happens when you have worked on both sides of the border
1/14/2025
Individuals who have worked and contributed into social security in both Canada and the U.S. can generally collect retirement benefits from both countries.
Retirement & Estate Planning
Understanding Probate: What you need to know.
12/15/2024
Probate is an administrative process, involving an application to court,
to prove the validity of a will and the executor’s power to act pursuant
to that will.
Retirement & Estate Planning
The Family Cottage
9/19/2024
What to consider in your succession plan for the Family cottage.
Retirement & Estate Planning
Insurance solutions to help build and protect your wealth
5/24/2024
During the process of financial planning, discussions will revolve around investments, savings, and retirement accounts.
Life Events, Lifestyle & Technology
Financial Planning Myths
5/16/2024
Check out our latest Client Insights webinar!
Retirement & Estate Planning
