What is a Trusted Contact Person
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…
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12 Days of Wealthmas Wrap Up
Did you see our 12 Days of Wealthmas series on Social Media?
What You Need to Know About Charitable Gifting
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…
Inheritance Planning
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…
FAQ: Excess Cashflow
Consider this: you are an oil and gas service business and are confronted with road bans come Spring. In some cases, these businesses park their equipment…
Digital Assets & Estate Planning
More than ever, we are living our lives online – from multiple social media accounts to passwords and banking information. And as our digital footprints grow,…
Planning Tips for Your Will
It is the Edmonton Community Foundation’s annual Will’s Week! Our aim, as always, is to Help You Succeed through every stage of your life. The following…