Estate Planning

Okay, let’s talk about what happens if you suddenly find yourself a million dollars richer. Imagine an inheritance or maybe…

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…

Canadians are living longer, healthier lives. According to Statistics Canada (2018), the average life expectancy is 80 years for men and 84 years for…

Our parents raised us; we moved out, had children of our own and raised them. Then our children moved out…

Many clients in their 50’s and 60’s are increasingly worried about the finances of their aging parents. This is especially…

It is seldom planned or wished for, but it is a reality and something that requires discussion – the illness…

Clarke owned a small business that employed three other people besides him. He had sole signing authority on his business bank…

Monica was alarmed to hear from her mother’s financial advisor expressing concern over some unusual financial requests. She called her…

Here are some common TIPS Canadians should consider when assisting family members with handling their financial affairs while alive. And…