Newsletters
Spring is often referred to as the season of renewal, a time when many reassess their priorities. If you have friends or relatives seeking a fresh perspective on an existing portfolio or advice on a new financial situation, we would be pleased to offer our experience and support. Please feel free to share our information or this newsletter with them. We remain grateful to those who have made introductions and appreciate your continued trust in our services.
Wishing you many warm days ahead.
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.
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.
Many people know at least a little about RRSPs. But what about RRIFs? If you’re in or nearing retirement, are you ready to begin the big conversion? Here’s a quick guide to the world of RRIFs.
We've all received those scary sounding text messages and emails claiming to be from our bank or other service provider. The person calling says that your account has been locked, or that you need to send them a money transfer, and that you need to click this link and enter your personal information as soon as possible, or else.