Category: Estate Planning

Is it too early to make a will? Spoiler: It’s not. Here’s when you should start thinking about it (and it’s not what you thought).  …

Creating a Will is a vital step in ensuring your assets are distributed according to your wishes. However, there are common misconceptions that often deter people…

Have you ever felt lost in the maze of wills and estates terminology? Don’t worry; we’re here to demystify it all. Whether you’re planning your estate…

We aim to protect the older and the vulnerable clients from financial exploitation and diminishing mental capacity. As the new year begins, there’s no better time…

Did you see our 12 Days of Wealthmas series on Social Media?  

As the holiday season nears, many Canadians will make the bulk of their charitable donations for the calendar year. While many of us may not have…

  John and Mary have worked hard to build a successful business. A business that John hoped he would pass down to one of his three…