Blog

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

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

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

Don’t risk family friction

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

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

Starting Nov 22, 2021 as advisors we are now required to ask all clients who their Trusted Contact Person will be. What is a Trusted Contact Person? The Article from RBC Wealth Management outlines what you need to know as an investor and how this per

 This articles outlines six principles we review with our clients children as they start to take control of their own finances.  

Another excellent video from David Chilton, "The Wealthy Barber" discussing 3 surprising facts around will and estate planning