Estate Planning for Disabled Beneficiaries: A Guide for Canadian Families

May 15, 2025 |Riley Otto

“Clients are understandably concerned about what will happen to their family member when they’re gone, and they may feel a sense of urgency to develop a plan so they can have peace of mind that their loved one will be cared for”. - Cathy Walker

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Unlocking Tax Benefits: A Guide to Donating Securities for Charitable Giving

May 07, 2025 |Riley Otto

Are you looking to make a charitable donation and wondering if there’s a smarter way to do it? Donating securities, such as stocks, bonds or mutual funds, might offer you significant tax advantages over donating cash.

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The Unsung Hero of Business Succession: A Deeper Look at Buy-Sell Agreements

May 05, 2025 |Riley Otto

Imagine you’ve built a thriving business with a partner. Years of hard work have paid off, but then the unexpected happens—your partner retires, becomes disabled, or passes away. What happens next?

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