Grandfather with grand kids and family

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.

6 minute read

open communication with kids

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…

9 minute read

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…

7 minute read

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.

7 minute read

the challenge of tax planning

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…

22 minute read

Estate planning

Gifting in life: What you need to know

Gifting in life allows you to support the people and causes you care about – gradually passing on your wealth during your lifetime.

10 minute read

Estate planning

Estate planning for 2SLGBTQIA+

Estate planning is important for everyone, but it’s particularly crucial if you’re a member of the 2SLGBTQIA+ community.

6 minute read

Business owners

The value of financial advice

Why working with a financial advisor makes sense – now more than ever.

12 minute read

passing the baton. handing over responsibility.

Estate planning

Trusts: a powerful wealth planning tool

A trust is a powerful wealth planning tool that may allow you to get specific about how you want to transfer your wealth to beneficiaries.…

2 minute read