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.
12/16/2024
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 Advantaged Investor: Helping Mom and Dad Transition to Assisted Living or Retirement Facilities - (Episode 103)
9/25/2024
Listen to our podcast with Neela White.
Retirement & Estate Planning
The Family Cottage
9/19/2024
What to consider in your succession plan for the Family cottage.
Retirement & Estate Planning
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Insurance solutions to help build and protect your wealth
5/24/2024
During the process of financial planning, discussions will revolve around investments, savings, and retirement accounts.
Life Events, Lifestyle & Technology
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Financial Planning Myths
5/16/2024
Check out our latest Client Insights webinar!
Retirement & Estate Planning
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Preparing for Retirement | Non-Financial Retirement Planning
4/15/2024
Listen to our podcast with Susan Latremoille.
Retirement & Estate Planning
Q&A Follow-Up: Planning for the Administration of Your Estate
3/8/2024
Watch our latest Client Insights webinar.
Retirement & Estate Planning
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Planning for the Administration of Your Estate
2/23/2024
Watch our latest Client Insights webinar.
Retirement & Estate Planning
Estate Planning for Beneficiaries with Disabilities
2/14/2024
An important purpose of estate planning is to sure that loved ones are financially cared for after a person’s passing.
Retirement & Estate Planning
Estate Planning for Blended Families
2/14/2024
The number of blended families in Canada is on the rise. Blended families are those in which one or both spouses bring with them children from a previous relationship.
Retirement & Estate Planning

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