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We specialize in providing comprehensive financial planning services that cover every aspect of your financial needs, from tax planning to retirement checklists. Below you’ll find some educational guides and resource that offer valuable information and tools to help you achieve your goals.
“The last thing you want is for your cottage, a place of great memories, a true family treasure, to end up being a wedge that drives your family apart.”
Art collections are an emotionally charged part of your estate. Here's how to prepare for a smooth transfer to the next generation.
You can preserve family harmony and your wishes for your estate with careful planning and open conversations.
There’s a lot of advice online, and a lot of misinformation. If you’re an executor, get the right advice for you.
The Wealthy Barber on why executors should consider getting help from the professionals.
Many Canadians have not created a Will, appointed a power of attorney or started estate planning. Learn about the survey conducted to find out why.
Exploring estate planning and legacy considerations for grandparents, including navigating intergenerational family dynamics
Learn why brain health for women matters, including tools and resources to help you develop better habits to keep your brain healthy
Will and estate planning tips for multiple generations
Tips to deal with the challenges and uncertainty of caregiving
Discover 10 strategies to build and protect your family’s wealth.
The top decisions for business owners to ensure lasting success.
Helping you make the most of your retirement.
Designed to help you prepare your tax return efficiently.
Keep track of information pertaining to your family’s current financial status.
Leave a legacy behind. Plan for your tomorrow, today.
Stay in the know with the latest GIC rates from various financial institutions. Read more
