Gifting or Donating as an Attorney for Property*
{}
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
{}
Protect your family and your legacy.
Retirement & Estate Planning
Insights and Strategies
{}
Trade war skirmishes continue.
Markets & Investing
Market Perspectives
{}
Court rules against IEEPA tariffs, but the trade war is certainly not over
Markets & Investing
Client Story - Building Wealth and Securing Your Family’s Future
{}
The dual benefits of insurance.
Life Events, Lifestyle & Technology
Whole Life Insurance
{}
A stable option for your financial plan
Life Events, Lifestyle & Technology
2025 Ontario Budget Highlights
{}
On May 15, 2025, Peter Bethlenfalvy, Minister of Finance tabled the 2025-26 Ontario budget.
Tax Planning
Insurance as Part of a Total Wealth Solutions Strategy
{}
Protect and enhance your wealth.
Life Events, Lifestyle & Technology
Insights and Strategies
{}
Are we past peak 'shock and awe'?
Markets & Investing
Market Perspectives
{}
Liberals win 4th term - looking at market performance under various governments
Markets & Investing
5 Ways Financial Advisors Manage Volatility to Safeguard Your Investments at Raymond James
{}
Market volatility can feel like navigating choppy waters without a compass.
Markets & Investing
