Recent posts
When families blend: How to plan your finances thoughtfully
Jun 09, 2025 - Date posted
Families come in many forms, and blended families are becoming more common in Canada. These families bring joy, love, and new beginnings. But they can also introduce unique financial complexities....
Read morePreserving wealth with purpose: The role of trusts in estate planning
Jun 09, 2025 - Date posted
Trusts are versatile planning vehicles that can help Canadians protect what they’ve built, plan for the future and support the people and causes they care about – no matter their net worth....
Read moreUsing life insurance strategically: A different kind of asset
May 09, 2025 - Date published
When most people think about life insurance, they think about protection. But with the right planning, life insurance can also be a tool for a long-term financial strategy, legacy planning, and tax efficiency....
Read more