COVID-19 – health and safety notice. Read more
This past month of working remotely has brought us closer, deepened our sense of gratitude and tested our agility as we grew our team.
Consider these strategies to help make family meetings an effective tool in wealth transfer planning.
When a family member has a disability, estate planning may be more complex. Here are two potential options to consider.
After losing her partner of 32 years, Lorraine was overwhelmed with grief. Then came the challenges of estate settlement and taking on the finances. Here’s how she found direction to get through it.
“Above all else, I want you to think for yourself to decide 1) What you want 2) What is true and 3) What to do about it.” – Ray Dalio
One lucky family member is heading to the Luke Bryan concert this weekend, the rest of us are listening from the back deck or a cottage. See how many of our favourite songs you can find in our weekend word search...
School has finished and summer has started. Here's what our team is looking forward to this long weekend...
"We make a living by what we get, but we make a life by what we give." Winston Churchill
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