I’m turning 71 and I have to what with my RRSP?
1/30/2023
Listen to our podcast with Ines Iraoui.
Retirement & Estate Planning
The Season of Giving: Why Having an Estate Plan is a Gift to Others
1/9/2023
The holiday season is a time when most of us enjoy time with our family.
Retirement & Estate Planning


Start the New Year right by reviewing and revamping your financial plan.
Instead of hauling out those familiar New Year’s resolutions...how about focusing on something
that is also very good for you in the long run?
Retirement & Estate Planning
Administering an Estate: The Challenges and Pitfalls in the Digital Age
11/17/2022
Watch our latest Client Insights webinar.
Retirement & Estate Planning
Trusts: Navigating your Trustee Duties and Responsibilities
11/3/2022
Watch our latest Client Insights webinar (only available in French).
Retirement & Estate Planning

Client Insights - The Role of the Mandatary
10/27/2022
Watch our latest Client Insights webinar (only available in French).
Retirement & Estate Planning

Client Insights - Settling an Estate: The Role of the Liquidator
10/13/2022
Watch our latest Client Insights webinar (only available in French).
Retirement & Estate Planning

Technology makes it easier (and safer) to age in place
Digital advances may help your loved ones remain in their home while retaining a higher level of independence.
Retirement & Estate Planning
Social Security, CPP and OAS: What happens when you have worked on both sides of the border?
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
Estate Freeze 101
If the value of your corporation has appreciated over the years and it is expected to continue to grow, you may want to consider an estate freeze.
Retirement & Estate Planning
How Cyber Savvy Are You?
Cyberattacks are North America's fastest-growing crime. Review these tips for keeping your personal information safe.
Life Events, Lifestyle & Technology