Planning Videos

The following planning videos are to further explain wealth management solutions we provide our clients and are available to you, your business and your family.  Contact us if you have any further questions regarding the content found below.

Charitable giving and foundations

Acting as Power of Attorney

To be named a Power of Attorney is an incredible honour as it requires considerable trust in your abilities to manage your loved one's financial affairs. That said, managing someone's affairs also requires a great deal of time and emotional fortitude to continually speak on a loved one's behalf on major life decisions.

Watch this video to learn about the services available to help you manage what is an important responsibility at a trying time.

Maximizing the value of your estate

From reducing taxes to ensuring your wealth transfer goes through smoothly for your loved ones, there are several strategies to build a careful estate plan custom to your situation, and we can help.

Watch this video and discover several tips for creating a tax-smart estate plan.

When should you review your will and estate plan?

Estate freeze planning

Expanding your retirement income stream

When it comes to maintaining a comfortable retirement, income could be an important part of your plan. With expert advice and smart solutions, you can convert your nest egg into regular, tax-efficient retirement income.

Watch this video to learn about several strategies for generating regular income while managing risk.

Individual Pension Plans (IPPs)

Tax planning strategies for high-income earners

Depending on your province of residence, you may be subject to tax at a rate of 50% or higher when your income exceeds a set amount.

Discover several strategies that make for a tax-smart wealth plan.

Succeeding in business succession

Planning for succession in advance is imperative to maximizing your business’s eventual sale price, protecting the legacy of what you’ve built, transitioning your business smoothly and funding your future plans.

Watch this video to learn about the key elements of a successful business succession plan.

5 key questions every business owner should answer