Wealth strategies
Estate planning
Protect your family, assets and legacy.
Estate planning
The Critical 10
Making smart investment choices is important at any stage in life, but it’s especially crucial during the five years before and after your retirement.
Estate planning
How to manage a financial windfall
A financial windfall, whether it’s unexpected or expected, can be a life-changing event. Here are some tips to help you make the most of it.
Estate planning
Should you help your adult child buy a house?
As the cost of home ownership continues to rise in Canada, many adult children are turning to their parents for financial assistance to purchase their…
Estate planning
Federal budget 2024
Budget 2024 includes net new spending of $39.2 billion over the next five years intended to make housing more affordable, to make life cost less,…
Estate planning
Is your will up to date?
Creating a will isn’t a ‘set it and forget’ it document. Review your will once every five years, or whenever there’s a significant life development.
Estate planning
Preparing the next generation for wealth
How do you know when (and how) to introduce the next generation to the family wealth picture? Creating a plan to navigate these complex wealth…
Estate planning
Maximize your charitable giving
Want to be more strategic about your charitable giving? Learn how a carefully crafted strategic giving plan can maximize tax efficiency and help you leave…
Estate planning
Proposed changes to the Alternative Minimum Tax and what they could mean for philanthropy
Although it’s been around since 1986, most Canadians aren’t aware of the Alternative Minimum Tax (AMT) rule.
Estate planning
2023 year-end tax planning checklist
Take some key steps before the end of the year and early in the new year from a tax planning perspective to make a positive…