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

Explore the significance of preparing for family milestones and the strategies for securing your family's financial future.

Please join us for: Ageing with technology: Digital solutions for care, control, and connection Advancements in technology continue to empower older Canadians and their caregivers to support optimal health, maintain control of their independence, and...

A (sometimes) regular compendium of my current thoughts on markets, the economy, and other random marginalia. Missives & Marginalia July 2nd, 2021 My second COVID vaccine happens on Monday. The process was seamless to book, and seamless to re-book when...

Diversity and ageing: Honouring our identities Canada’s mosaic approach celebrates differences in culture, religion, gender identity, and sexual orientation. That diversity does not change as we get older, but our medical and legal systems sometimes take...

Please join us for… Living to 100: Financial planning for longevity More Canadians than ever are reaching 90, or even 100 years of age. Join us for a discussion on issues and considerations for Canadians in retirement and their caregivers. Thursday, April...

Wealth and Privilege Today is Remembrance Day, and with lockdowns in Manitoba and across the country it will be a strange one. It seems to have been forgotten amid all of the pandemic chaos and the US election craziness, but this is actually the 75th...