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Following two difficult years, the need for giving continues to grow, in Canada and across the world. For those who would like to make philanthropy a part of their legacy, here are seven key considerations (and surprising tax benefits) you should be aware of.
Leaving a lasting legacy for your family can involve careful planning and a team of professionals. Here are five questions that can help get you started.
The Private Giving Foundation was the first-of-its-kind fund in Canada. Jo-Anne Ryan, Executive Director and architect of the foundation speaks to us about the value of flexible giving and how you can make an impact with your good fortune.
Many people have heard of the Registered Education Savings Plan (RESP), but not everyone knows how it works. Here are some of the ins and outs of this registered account.
We take pride in delivering personalized advice. To achieve this, we take a 360-view of your present situation to learn more about your vision for the future and develop long-term strategies to help you achieve your objectives, goals, and priorities.
A doctor? A lawyer? Maybe a software engineer? Who knows what path your child may pursue. We break down the economics of some popular career paths so you can ask: How can I help?
If retirement is on the horizon, but it feels like there's still so much to do, feel free to take a breath. This checklist may help alleviate some of your worries.
Financial scams and fraud come in many different forms. Sometimes they arrive in the form of a text message, email, or phone call, and often these forms for fraudulent communications are designed to look like they are coming from your bank.
Too many Canadians are dying without a Will, leaving children, heirs and assets in limbo. Here’s why you should consider writing your own will today.