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.
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 have heard of the Registered Education Savings Plan (RESP), but not everyone knows how it works. Here are some of the ins and outs of this registered account.
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.
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.
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.
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.
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?
Most couples will face a knotty financial problem that will test their love for each other. If arguing about money is upsetting a great relationship, here are some things to consider.
