An empty nest, what’s next?
8/8/2022
Listen to our podcast with Portfolio Manager, Neela White.
Retirement & Estate Planning
Social Security, CPP and OAS: What happens when you have worked on both sides of the border?
Individuals who have worked and contributed into social security in both Canada and the U.S. can generally collect retirement benefits from both countries.
Retirement & Estate Planning
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Estate Freeze 101
If the value of your corporation has appreciated over the years and it is expected to continue to grow, you may want to consider an estate freeze.
Retirement & Estate Planning
How Cyber Savvy Are You?
Cyberattacks are North America’s fastest-growing crime. Review these tips for keeping your personal information safe.
Life Events, Lifestyle & Technology
Estate Complexity Calculator
6/14/2022
Check out our new Estate Complexity Calculator
Retirement & Estate Planning
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Mental Wealth: Support for seniors
2/14/2022
Listen to our latest podcast with guest speaker with portfolio manager, Neela White.
Retirement & Estate Planning
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Maximize your legacy through estate planning
The COVID-19 pandemic prompted many Canadians to think more deeply about estate planning.
Retirement & Estate Planning
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Six financial principles to strengthen your plan
With the basics in place, financial planning can be both easier and more successful.
Retirement & Estate Planning
What's Your Money Mindset
Understanding your motivators can help you better control your wealth journey
Retirement & Estate Planning
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Let your plan guide investing decisions
People make investing decisions for all kinds of reasons, but the best guide is a comprehensive financial plan that keeps you focused on your goals.
Retirement & Estate Planning
Be Strategic With Borrowing
Borrowing can help you get what you need before you have the cash in hand to pay for it, but interest charges on loans can slow progress towards other financial goals.
Retirement & Estate Planning
Incapacity: The Role of the Power of Attorney
11/17/2021
Incapacity: The Role of the Power of Attorney with Paula Lester, Senior Trust Advisor, Raymond James Trust (Canada) and Nuwanthi Dias, Associate, Nelligan O’Brien Payne LLP
Retirement & Estate Planning