Estate Planning

The Baby Boomers have become known as the sandwich generation as they are wedged between the dependency needs of aging…

After spending a lifetime managing your money to ensure that you actually have something to leave to your heirs, there…

Most wives outlive their husbands. Women live longer than men the same age and tend to marry men who are…

When Jesse and Kae Burke purchased a vacation cottage 30 years ago, they knew it was a good investment, but…

Owen is married and has two children. He has been working at the same company for over five years and…

Almost 750,000 Canadians are living with some form of dementia1. The personal and financial challenges can be devastating for elderly…

Most Canadians take the correct steps to protect their property against loss in case anything they own is lost or stolen. Concerns about recouping losses if a home is robbed, or a favorite vintage guitar is destroyed during a basement flood, are questions with very routine answers. But when it comes to considering the value of a human life, many people don’t take the necessary steps to protect their loved ones against the financial loss when a primary income-earner dies.

By 2026, an estimated $1 trillion in personal wealth will be transferred from one generation to the next in Canada1,…

Julia wants to make sure that her estate passes to her heirs with as little hassle and cost as possible…

When Dora died on August 1, 2018, most of her assets passed by Will to her adult children and were…