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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.
Q: My dad is in his 70s and has mentioned moving in with his new girlfriend. Should we be concerned about protecting his assets if the relationship gains common-law status?
Stepfamilies are common, but planning for who gets what after you die is anything but routine. When families come together, each with their own possessions, ensuring your assets go where you want is key.
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.
For couples who meet later in life, retirement planning may seem a little daunting. But it doesn’t have to be. If you get started now, and ask the right questions along the way, it can even be exciting. Here are a few questions that should be top of mind.
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Money Mismatch: 4 ideas to manage your money and your relationship
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Money Mismatch: 4 ideas to manage your money and your relationship
More than half of Canadians surveyed say they would break up over a partner's spending habits. Here's why some planning and flexibility can be the foundation of a great money partnership.
2026 resolutions: 4 things you can do now to improve your fiscal fitness
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2026 resolutions: 4 things you can do now to improve your fiscal fitness
Starting the new year on the right foot, financially, may be easier than you think. Are you ready to strengthen your wealth building muscle? Here are four ways to get your money doing some of the heavy lifting.
3 questions snowbirds should ask before taking flight
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3 questions snowbirds should ask before taking flight
The annual migration may look a little different for Canadian snowbirds this year. Whether you're still planning or already packing, here are three items to double-check before heading abroad for an extended period.