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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.
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.
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.
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?
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.
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.
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).
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.
Whether through luck or longevity, many Canadians nearing retirement are living in homes that may be worth double what they paid for them 10 or 20 years ago. Even with recent dips in the market, these paper millionaires may be asking themselves: Should I stay or should I go?
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?
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.
Is there a difference in your rights and responsibilities between common-law and married couples? It may be a good idea to find out before you shack up.
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.
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.
