Wealth strategies
Estate planning
Protect your family, assets and legacy.
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.…
Estate planning
New trust reporting rules
Trustees may have additional tax reporting obligations with respect to trusts they manage as of 2023.
Estate planning
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…
Estate planning
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…
Estate planning
Cottage succession planning
We explore one family’s situation and the cost-effective, tax-efficient solution they relied on to ensure their cottage stays within the family for generations.
Estate planning
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…
Estate planning
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…
Estate planning
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?
Estate planning
The digital hereafter
Getting your "Internet house" in order. It’s now necessary in today’s technology-driven world to incorporate your digital assets into the estate-planning process. Read more to…