
WHO IS YOUR TRUSTED CONTACT PERSON?
Monica was alarmed to hear from her mother’s financial advisor expressing concern over some unusual financial requests. She called her…
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FINANCIAL RESILIENCE
You’ve likely heard the term “financial resilience”. You may even know it refers to a household’s ability to navigate and…
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DIVORCE AND YOUR FINANCES
Canadian government statistics continually show that roughly half of all marriages end in divorce. If a couple is contemplating moving…
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HOW TO TELL WHEN A SENIOR NEEDS HELP WITH FINANCES
As we age, it becomes more likely that we may lose track of our finances. It could be because of…
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WHY BUSINESS SUCCESSION PLANNING MATTERS
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
The Baby Boomers have become known as the sandwich generation as they are wedged between the dependency needs of aging…
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BEWARE OF TRAVEL SCAMS
If you are planning a holiday, it is wise to be aware of the six most common travel scams you…
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ADVICE TO A FUTURE WIDOW
Most wives outlive their husbands. Women live longer than men the same age and tend to marry men who are…
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PROTECTING YOUR FINANCIAL WELL-BEING POST-DIVORCE
“After 38 years of marriage, I was blindsided when my husband asked me for a divorce,” says Patricia, 61. “I…
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TAX PLANNING FOR SEVERANCE PACKAGES
Over the past year, economic stresses worldwide have resulted in many employees receiving severance packages and being advised that their…
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