Wealth strategies
Life events
Advice for every stage of life.
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
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.
Life events
Financial tips for new parents
Whether it’s through birth, adoption or surrogacy, deciding to have a child is one of the biggest life decisions you’ll ever make. The rewards are…
Life events
How to rebound after job loss
Losing your job doesn’t have to mean losing everything. We’ve got tips to help you bridge the gap – emotionally and financially – while you…
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…
Investing
So, you want to buy a vacation property — but is it a good investment?
Here are a few things you should think about before you seriously consider purchasing a vacation property.
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…
Life events
Selling your home – what to consider before you list
Selling your home? Whether you’re upsizing, downsizing, or choosing to rent for a while to weigh your options or wait for the market to cool,…