Test your knowledge of wills, trusts and estates.
It is regrettable that Sheila’s husband died without a will…and it could happen to her. Does she have a will, an enduring power of attorney…
Sheila’s first act should be to contact a funeral home to arrange a funeral and have a death certificate prepared. I would suggest she ask…
The untimely death of one woman’s husband leaves this widow wondering if a comfortable retirement is out of reach.
A client called me earlier this year with a strange question. He wanted to know if donating an organ or a piece of an organ…
How to help ultra-high earners with short careers
Looking for stable, low volatility investments? Then consider buying alternative assets.
Use immediate leveraging with insurance in a low-rate environment.
Client profile Toronto-based couple is considering moving closer to either set of their elderly parents, each of whom live outside Ontario and have health problems.…
The baby boomers have had an impact on Canadian society ever since they came kicking and screaming into the world between the years 1946 and…
With rates potentially rising in 2015, now’s a good time to shift out of interest rate sensitive stocks.
Help executors avoid these common errors.
Avoid common mistakes