Dying Without a Will

Dec 14, 2018 |Melissa Clark
According to a recent poll, more than 51% of Canadians do not have a will.  If you die without a Will, the law says that you have died “intestate,” which means that you left no instructions as to how your property is to be divided and distributed. In...
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Protecting Yourself Against Identity Theft

Oct 01, 2018 |Melissa Clark
In 2012, over 17,000 Canadians were victims of identity theft. In 2014, that number jumped to over 20,000, an increase of nearly 20% in 2 years!  Fortunately, the total losses dropped from just over $16 million to $10.5 million during that same period...
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Pitfalls of Joint Accounts

Aug 31, 2018 |Melissa Clark
As part of the estate planning process, individuals will often consider establishing a joint account with one or more of their adult children or other family members. Sometimes, this is done as a tool for expediency so that a joint account holder can...
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Home Economics: Comparing Canadian real estate to Canadian equities

Jun 01, 2018 |Melissa Clark
When comparing real estate and equity markets, it’s important to understand the historical growth associated with these different asset classes and have the right information to make an “apples-to-apples” comparison. A common misconception among many...
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Everything Comes Back to Your Financial Plan

May 04, 2018 |Mark Roundell

Why do we always ask you the same questions when we meet or talk on the phone for that matter? “Has anything changed in your life or do you expect any changes in the coming months?”

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Protecting Your Family with Critical Illness Insurance

Mar 28, 2018 |Melissa Clark & Mark Roundell

A life-threatening disease or disorder can dramatically change the quality of life you and your family enjoy today. The tax-free benefit of a critical illness policy will help you return to the quality of life you expect and deserve.

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Passive Investment Income in a Private Corporation

Mar 28, 2018 |Jenna Roundell

Update for business owners on how federal budget 2018 changes the rules on passive investment income in a private corporation.

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