Women embracing philanthropy with financial planning

There is good in all of us. Particularly in Canada, we all make an effort to help those in need, whether it’s making donations, attending fundraisers or volunteering with a community group.

When a spouse or parent dies: providing support through estate planning

This is not a fun exercise, but it is an important one: imagine that you have recently passed away. Now put yourself in the shoes of your spouse or children who have survived you. First and foremost, they are grieving. If your death was unexpected and sudden, they may also be in shock. In the […]

Using an Estate Freeze to Protect Your Assets

If you were to die yesterday, what would happen to your assets? If you’re unsure of the answer to that question, you are not alone. Most Canadians are aware that they need a will with clear direction on where their assets should go upon death. But how to maximize the inheritance left for your loved […]