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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.
As if a liquidity crisis and the prospect of a recession weren’t reasons enough to raise concern over the banking sector, another threat has reared its head: commercial real estate (CRE).
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.
Raising a family can put all kinds of pressure on your time and money. Here are a few pointers to help you navigate the “crunch,” so you can be better prepared for the future.
Many parents want to help their kids buy a first home. Is this a good idea, and if so, what’s the best way to do it?
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.
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.
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.
Got the travel bug again, but unsure where to start? Consider one of these epic adventures — any of which can be tailored to your budget and style.
There are lots of well-worn thoughts on retirement. Unfortunately, many of these ideas should have been retired a long time ago. Here are some up-to-date ideas on how you should approach retirement.
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.
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.
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?
Many people dream of a life free of worries in their golden years. Yet some find themselves anxious and depressed when that abrupt change comes. Here are some planning tips to help make your retirement days truly golden.
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.
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?
