Protect your family, assets and legacy.
The value of financial advice
An advisor’s historical perspective, long-term strategy, and unbiased guidance can help you avoid making emotional decisions that may not be in your best interest –…
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.…
New trust reporting rules
Trustees may have additional tax reporting obligations with respect to trusts they manage as of 2023.
Family trusts & prescribed rate loans
Income-splitting with minors may reduce tax & maximize cash flow A prescribed rate loan arrangement can be used by couples (spouses or common-law partners) to…
Take charge of your financial future after a dementia diagnosis
While many people can continue to live happy and productive lives for years after a diagnosis, at some point there may be a time when…
Cottage succession planning
Has your cottage or vacation property taken on added meaning during the pandemic? We explore one family’s situation and the cost-effective, tax-efficient solution they relied…
Focus on what you can control
Arranging a power of attorney for your personal care and property can alleviate stress down the road for you and your family. Here is what…
Protecting what’s valuable
It is an opportune time to ensure that your valuables and important documents are organized and protected. From wills and legal documents to valued family…
Purpose, passion and planning
What is the purpose of your wealth and how will it be used to support those things that are most important to you?