TIPS AND TRAPS FOR HANDLING ESTATES

Posted on August 7th, 2023 in E-Newletters, Estate Planning
Here are some common TIPS Canadians should consider when assisting family members with handling their financial affairs while alive. And…
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ESTATE PLANNING SAVES YOU MONEY

Posted on July 10th, 2023 in E-Newletters, Estate Planning, Insurance
When it comes to your estate, it is important to consider giving some thought to how you want to distribute…
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LIFE INSURANCE SIMPLIFIED

Posted on July 10th, 2023 in E-Newletters, Estate Planning, Insurance
Life insurance, including mortgage or creditor insurance, is a key tool in your financial arsenal. This article will provide a…
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AVOID THESE FINANCIAL MISTAKES

Posted on July 10th, 2023 in Budgeting, E-Newletters, Estate Planning, Retirement
Managing personal finances effectively is crucial for long-term financial stability and security. However, many consumers often fall prey to common…
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WHY BUSINESS SUCCESSION PLANNING MATTERS

Posted on February 13th, 2023 in E-Newletters, Estate Planning, Life Events
Accounting firm BDO Canada1, found that only one-third of family-owned businesses survive the transition to second generation, with just a…
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THE RAVAGES OF ALZHEIMER’S

Posted on December 12th, 2022 in E-Newletters, Estate Planning, Life Events
The Baby Boomers have become known as the sandwich generation as they are wedged between the dependency needs of aging…
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ESTATE PLANS AND YOUR CHILDREN

Posted on November 7th, 2022 in E-Newletters, Education Planning, Estate Planning
After spending a lifetime managing your money to ensure that you actually have something to leave to your heirs, there…
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ADVICE TO A FUTURE WIDOW

Posted on September 12th, 2022 in E-Newletters, Estate Planning, Life Events
Most wives outlive their husbands. Women live longer than men the same age and tend to marry men who are…
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DEALING WITH A FAMILY COTTAGE

Posted on August 8th, 2022 in E-Newletters, Estate Planning, Tax
When Jesse and Kae Burke purchased a vacation cottage 30 years ago, they knew it was a good investment, but…
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HOW’S YOUR GROUP LIFE INSURANCE ?

Posted on August 8th, 2022 in E-Newletters, Estate Planning, Insurance
Owen is married and has two children. He has been working at the same company for over five years and…
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