Newsletters

  • When ChatGPT reached 100 million active users in just two months, it highlighted the accelerating pace at which technology is transforming the world. Consider that it took the social media platform Instagram 2.5 years to reach the same user base1 and the internet 7 years to acquire 50 million users.

  • It may seem implausible, but some researchers believe that the first person to live to 150 has already been born. Our lifespan, and more crucially, our “healthspan” — the period in which we are in good physical and mental shape — continues to extend.

  • 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.