Insights

While bear markets are tough to sit through, missing the post-bear market bounce by standing on the sidelines is an avoidable – and often costly – mistake.

Learn the difference between a trusted contact person and power of attorney, and why you should have both.

Financial planning is essential for those with special needs to ensure they are cared for, during the parent's lifetime and beyond.

Learn why your family dynamics are important when choosing an executor, passing down belongings and more

Health research, healthcare, and public policy have largely ignored the gendered realities of aging in Canada and the specific impact on women. The Women's Age Lab is out to change that.

We know there are many executors1 today who need help but don’t know where to turn. In our experience, there are many executors who are not prepared to fulfill the role, which can be daunting—70 to 100 individual tasks that need to be undertaken depending...

David Chilton has sold over five million copies of The Wealthy Barber and The Wealthy Barber Returns, a testament to the powerful advice he offers on how to invest and manage financial affairs. He sits down with Tony Chapman to share his life story and...

The shift towards digital can have its benefits, but it also comes with a few risks. When it comes to digital Wills, do we know enough?

A new year is a great time to refresh, reset and reinvigorate your goals, setting you on course to building or enriching your wealth plan.