Estate Planning

Canadian First Time Home Buyer Guide Video

Ideal Segregated Funds and Estate Planning

Estate Planning What is a Death Benefit Guarantee? A Death Benefit Guarantee is one of the benefits of a segregated fund that is equal to at least 75 per cent (and up to 100 per cent, depending on the contract) of premiums less previous withdrawals 1. It protects the value of your investment if you […]

CMHC property valuation problems Video

House Proud

WHAT’S IN YOUR CRYSTAL BALL? The day you sign the papers and buy a new home is likely to be both exciting and stressful – exciting because you get a new space to call your own, and stressful because you’re making a huge financial commitment. Whether you’re jumping into the housing market for the first […]

SAYING “I DO” to a new way to transfer wealth

THE WEALTH TRANSFER STRATEGY + YOUR MONEY = A HAPPY MARRIAGE Paul remembers his wedding vows as if he said them yesterday. In fact, it’s been 41 years since he said “I do” with Susan. What Paul remembers most is the “for richer or poorer” part. “We were poor. We were getting married because we […]


TAX CORNER Plan ahead to minimize taxes on death Nobody likes to think about their death, but who wants to pay more tax than they have to? With a little planning, you can help minimize the taxes your estate might pay at death. LEAVE ASSETS TO YOUR SPOUSE Assets left to a spouse or spousal […]

Managing an Inheritance Video

Is your estate plan on track?

HERE ’S HOW TO GET STARTED Everyone needs an estate plan — but it’s something many people put off. Here’s the number one reason to cross this important task off your to-do list: a comprehensive, up-to-date estate plan takes care of your loved ones by ensuring that your legacy is transferred according to your wishes. […]

Common wealth transfer mistakes Video


WHERE THERE’S A WILL… If you’re like most people, getting your personal financial plan started can be a challenge. And what about planning your estate? It’s probably not the first thing on your list of priorities. But why? Too intimidating? The truth is, estate planning should be a financial priority at almost any stage of […]