Season's Greetings!

December 16, 2022 |Finucci Janitis Allen Group

Each year during the holiday season, we take great pleasure in setting aside our regular work and sending a heartfelt message to you and yours for the upcoming holidays.

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Planning for life beyond 100

November 09, 2022 |Leanne Kaufman

Maintaining financial security up to age 100 requires long-term planning for health care and living costs.

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Do you have a power of attorney? The Wealthy Barber and his daughter discuss why everyone needs one

October 07, 2022 |David Chilton

Who will manage your finances if you can’t? Powers of attorney are an essential part of your estate plan.

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The Wealthy Barber on why it’s important to talk to your family about estate planning

October 07, 2022 |David Chilton

David Chilton and his daughter, Courtney, discuss his executor, probate, power of attorney and digital assets

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finucci janitis allen

Congratulations Rachelle!

June 27, 2022 |Vito Finucci
A special congratulations to our newest team member Rachelle, who tied the knot on the weekend in what was a beautiful day all around. Congrats and "cent'anni" as the Italians say to her and Dina! Cheers, Vito and Eric
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The Wealthy Barber’s dad on being an executor of a Will

April 14, 2022 |David Chilton

Settling an estate with no experience is not for the faint-hearted

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happy women with dog in page to support mental health

Indigenous youths find resilience and healing through mental health support

December 13, 2021 |RBC Wealth Management

Indigenous Youth Summit hopes to break the negative cycle caused by intergenerational trauma and show how incredible and resilient Indigenous peoples are.

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Cross-border wealth planning: How to manage your family’s global interests

December 03, 2021 |RBC Wealth Management

People's lifestyles and perspectives are becoming more global. Here are some things to consider when your wealth heads overseas.

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Does your family have a succession plan? Tips for maintaining family harmony

December 01, 2021 |RBC Wealth Management

Harmony across families can be maintained by having multi-generational dialogue. Learn how you can start the conversation with your loved ones.

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