Interesting Financial Reading (Honestly)

Retirement Planning
12/6/2021
Retirement & Estate Planning
Why September Is the Right Time to Talk About Life Insurance
9/2/2025
Is your insurance still working for your life, your goals, and your legacy?
Life Events, Lifestyle & Technology
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Gifting or Donating as an Attorney for Property*
7/3/2025
In Canada, an attorney for property does not have an unrestricted right to make gifts or donations on behalf of the grantor.
Retirement & Estate Planning
The Value of Estate and Trust Planning
7/2/2025
Protect your family and your legacy.
Retirement & Estate Planning
8 Steps to a Smoother Estate Transfer
6/17/2025
Preparation today secures tomorrow.
Retirement & Estate Planning
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Client Story - Retirement in Focus
3/17/2025
The sale of a business opens multiple options in retirement.
Retirement & Estate Planning
Watch Video
Top 5 Reasons Why Estates Get Into Litigation – And How to Avoid Them
2/20/2025
Watch our latest Client Insights webinar.
Retirement & Estate Planning
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Using Trusts in Estate Planning
2/7/2025
A trust is a legal structure often used to provide someone with the benefit of an inheritance without giving them control over the inherited assets.
Retirement & Estate Planning
Social Security, CPP and OAS: What happens when you have worked on both sides of the border
1/14/2025
Individuals who have worked and contributed into social security in both Canada and the U.S. can generally collect retirement benefits from both countries.
Retirement & Estate Planning
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Understanding Probate: What you need to know.
12/15/2024
Probate is an administrative process, involving an application to court, to prove the validity of a will and the executor’s power to act pursuant to that will.
Retirement & Estate Planning
The Family Share: Passing on Your Charitable Spirit to the Next Generation
6/19/2023
Charitable giving has the power to create a lasting impact. 
Retirement & Estate Planning