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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
In planning your retirement, be sure to count these health care costs.
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.
Proper diversification and consideration of your wealth may help you achieve your lifestyle needs/bequests and philanthropic planning desires in a tax-efficient manner that may ultimately enhance your overall wealth.
Early diagnosis can help you plan for the journey ahead
Age-friendly communities can help you age at home and live independently
Retirement residences today have many care options and a host of amenities
Portfolio Manager & Wealth Advisor
Associate Advisor
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