Newsletters
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?
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.
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?
You may not work, live or spend much time in the United States, but if you think that means you’re not subject to U.S. taxes, you could be in for an identity crisis.
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.
