Why September Is the Right Time to Talk About Life Insurance
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Is your insurance still working for your life, your goals, and your legacy?
Life Events, Lifestyle & Technology
Gifting or Donating as an Attorney for Property*
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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
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Protect your family and your legacy.
Retirement & Estate Planning
8 Steps to a Smoother Estate Transfer
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Preparation today secures tomorrow.
Retirement & Estate Planning
Client Story - Retirement in Focus
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The sale of a business opens multiple options in retirement.
Retirement & Estate Planning
Top 5 Reasons Why Estates Get Into Litigation – And How to Avoid Them
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Watch our latest Client Insights webinar.
Retirement & Estate Planning
Using Trusts in Estate Planning
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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
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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
The Advantaged Investor: Helping Mom and Dad Transition to Assisted Living or Retirement Facilities - (Episode 103)
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Listen to our podcast with Neela White.
Retirement & Estate Planning
The Family Cottage
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What to consider in your succession plan for the Family cottage.
Retirement & Estate Planning
Insurance solutions to help build and protect your wealth
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During the process of financial planning, discussions will revolve around investments, savings, and retirement accounts.
Life Events, Lifestyle & Technology
