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You can preserve family harmony and your wishes for your estate with careful planning and open conversations.
As a young adult, having a valid Will and power of attorney may seem like something you only need to pay attention to later in life. Find out why these plans are important, whether you're 25 or 85.
Augmenting the client-advisor connection in making wealth planning work for you.
Harmony across families can be maintained by having multi-generational dialogue. Learn how you can start the conversation with your loved ones.
Regardless of your age or stage of life, a proper and up-to-date Will and estate plan offers peace of mind, and can help ensure you and your loved ones are protected.
Current impacts from COVID-19 are prompting Canadians to consider how and where they’ll grow old and who will take care of them. Learn why having a plan in place is important.
If you’re the owner of an incorporated business, an estate freeze is a planning tool that may improve tax efficiency and help to simplify your estate planning.
“As a start, many legal professionals generally recommend reviewing your plan every 3 to 5 years.”
Senior Portfolio Manager