COVID-19: How to empower older Canadians with personal and financial planning

Jun 15, 2020 |John Stackhouse

Current impacts from COVID-19 are prompting Canadians to consider how and where they’ll grow old and who will take care of them. Learn why having a plan in place is important.

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How to Get Ready For Wealth Transfer

Apr 15, 2019 |Dane Charles
In RBC's recent survey, what was found is that there was a remarkable gap between intention and action, resulting in a general lack of preparedness for wealth transfer. People are generally uncomfortable talking about inheritance, and when they do, their...
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How to Prepare For Wealth Transfer In Blended Families

Apr 15, 2019 |Dane Charles
“I have children from a previous marriage, so I think a lot about treating them in an equal manner. But I haven’t started properly planning it – I’ve only signed a prenuptial agreement in my second marriage.” Sound familiar? Last article we touched on...
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Where is your time being spent?

Apr 15, 2019 |Dane Charles
After a round of golf this weekend I couldn’t help but think about just how many similarities the game has to investing. While on the driving range, I noticed how many people were just swinging away tirelessly with their drivers – shot after shot after...
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Misalignment of Loyalty

Apr 15, 2019 |Dane Charles
Investors should be loyal. Intensely loyal. But it should be directed to their financial plan, and the philosophy and process behind it – not necessarily to their advisor. Weird coming from the mouth of an advisor myself – I know. However, investing your...
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Life Stage Financial Planning Tips

Apr 15, 2019 |Dane Charles
Regardless of age and personal status, wealth management is an essential component of one’s financial condition. However, there are different stages of one’s life when certain issues require different estate planning strategies. The next few points are...
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Protect What You're Building - Powers of Attorney

Apr 15, 2019 |Dane Charles
Powers of Attorney, Trusts, and Insurance These tools in your wealth plan should be some of the first things on your list to implement. They effectively manage the risk of loss that may occur if adverse circumstances find you, like disability or incapacitation...
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Protect What You're Building - Trusts

Apr 15, 2019 |Dane Charles
What is a Trust? A trust is a tool by which assets can be held for the benefit of a person upon specified conditions. Instead of transferring ownership of the property to the ultimate recipient with no conditions attached, you can arrange to give assets...
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Protect What You're Building - Insurance

Apr 15, 2019 |Dane Charles
Insurance can play many important roles in your wealth plan. This chapter will give you a general understanding of the various kinds of life insurance and their uses, to help you determine your own needs. For example, when you are young, your goal may...
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