E-Newletters

Recently, a client wanted to leave all their money to two charities through their Will. They wanted to leave a…

Ralph and Mary have accumulated a nice estate, a good portion of it in cash. They want to leave it…

Most people have a false sense of security by believing that they will not be victims of a critical illness…

It is not uncommon for an individual or organization, such as a charity or community tennis club, to consult a…

As John nears retirement, he is becoming concerned about covering his future living costs with income from only interest-bearing investments.…

Insurance surrounds each of us every day: When you get in your car, when you come home to your residence,…

A new baby in the family brings many hopes, dreams and expectations. This can often include thoughts about how their…

By far one of the most crucial financial strategy steps is accurately estimating retirement expenses. Correctly accounting for retirement living expenses is…

History tells us about half of marriages in Canada end in divorce. Andrew and Sara are about to end theirs…

As with many retirement savers, it took two major stock market events (Global Financial Crisis, Global Pandemic) to convince Adam…