Educational Publications

(Click on thumbnail image to view full article)




The magazine highlights topical issues relevant to high-net-worth investors and addresses their wealth management concerns – from expert advice on tax strategies to family and lifestyle interests.

Perspectives - Special Business Owner's Edition 


Perspectives - Family Wealth Planning Edition


Business Owners Guide

A guide providing 10 Key decisions for business owners.

Estate Planning Guide

The purpose of this publication is to provide an overview of the estate planning process and address the main elements of an estate plan. Since some of the issues addressed in this publication vary between provinces, this guide is only intended as a general reference.

Family Wealth Guide

In this guidebook, we highlight 10 strategies for High Net Worth families to protect assets, reduce taxes, plan for retirement and maximize the estate.

Retirement Checklist

This is a workbook intended for clients over the age of 50 that are approaching retirement or already retired to ensure they have addressed relevant financial issues.

RSP Maturity Options

The purpose of this publication is to provide an overview of the various options available for an individual maturing their RSP. The options available include:
- close out the RSP by deregistering the plan;
- purchase an annuity; and / or
- transfer the RSP to a RIF.

Will Planning

This publication is intended to assist you in gaining a better understanding of the issues and opportunities that should be considered when preparing a will. This publication is not intended to replace the professional advice provided by a legal advisor, but to assist in the preparation of a will plan.

Family Inventory

The Family Inventory acts as a comprehensive list of all information pertaining to a family’s accounts (banking, investment, etc.), advisors, assets, pension info and insurance. This inventory is a helpful resource in creating a financial plan and is also a first step in developing an estate plan, assuring all assets are accounted for and considered, and that beneficiaries are taken care of. An up-to-date inventory will prove invaluable to surviving heirs, executors, trustees and advisors in the settlement of the estate.

Separation, Divorce and your Finances

The Divorce publication is an invaluable reference source as it provides ideas and suggestions to help you stay on course during separation and divorce.
While it is designed as a comprehensive resource, it cannot replace the value of professional legal and financial advice that addresses your unique situation.

Early Retirement and Your Options

The purpose of this publication is to provide information on the financial and tax planning implications of taking an early retirement package from an employer.