Life Events

Bob and Lisa are wondering just how their retirement will turn out. After all that’s happened over the past few years,…

The last year or so has been a very rude awakening for many. Too many people today are so busy…

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…

As individuals approach retirement, they must decide when to start receiving their Canada Pension Plan (CPP) payments. While the standard…

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

You’ve likely heard the term “financial resilience”. You may even know it refers to a household’s ability to navigate and…

Canadian government statistics continually show that roughly half of all marriages end in divorce. If a couple is contemplating moving…

As we age, it becomes more likely that we may lose track of our finances. It could be because of…

Accounting firm BDO Canada1, found that only one-third of family-owned businesses survive the transition to second generation, with just a…