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Why you should make a Will and include an up-to-date net-worth statement

The Markets The TSX is up 0.5% for July and up 10.5% year to date. The S&P 500 is up 1.3% in July and up 17.2% year to date. The NASDAQ is down 0.2% in July and up 16.7% year to date. These numbers are as of close August 29, 2024 From our Portfolio Advisory...

The TSX is up 4.3% for July and up 8.9% year to date. The S&P 500 is down 0.4% in July and up 14% year to date. The NASDAQ is down 3.3% in July and up 14.2% year to date. (These numbers are as of close July 30, 2024)

These strategies can help make family meetings an effective tool in wealth-transfer planning.

You can preserve family harmony and your wishes for your estate with careful planning and open conversations.

The TSX is down less than 1.6% for May and up 5.62% year to date. The S&P500 is down 4.0% in May and up 9.83% year to date. The NASDAQ is up 6.9% in May and up 11.34% year to date.

The TSX is down less than 1% for April and up 4.10% year to date. The S&P 500 is down 2.3% in March and up 6.3% year to date. The NASDAQ is up 2% in March and up 5.3% year to date.

Being an executor can be stressful. Are you ready for the job ahead?