Newsletters
Please find Shaun's latest monthly "Memo from the Trenches!"
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.
Please find Shaun's latest monthly "Memo from the Trenches!"
Please find Shaun's latenst monthly "Memo from the Trenches!"
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?
Please find Shaun's monthly "Memo from the Trenches!"
Please find Shaun's latest monthly "Memo from the Trenches!"
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?
Please find Shaun's monthly "Memo from the Trenches!"
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.
Please find Shaun's latest monthly memo.
