Estate planning may be more difficult for a blended family.

15 September, 2018

While the largest wealth transfer in Canadian history is happening, we are also observing a lack of communication between parents and children. According to a recent IPC Private Wealth poll, 58% of Canadians haven’t had this talk with their heirs, 46... Read More

Inheriting a Responsibility

1 April, 2017

Joy. Relief. Anxiety. Sadness. These are some of the emotions that people feel when they receive a large inheritance. While an inheritance allows you to put many of your financial concerns aside, you may also be dealing with the death of a loved one,... Read More

Tax & Estate Perspectives

15 July, 2016

We recently had the pleasure of hosting a client information seminar presented by Ryan Lawrence, Mackenzie Investments District Vice President, and Jackie Power, Director of Tax & Estate Planning where we heard about changes to Ontario’s Probate Process... Read More

Estate Planning Essentials

1 June, 2016

  Five tips to create a plan that’s right for you. You’re starting to think about retirement. You’re reviewing your assets and potential sources of income. You may also be paying down debt. As you’re working through this process, you realize that you... Read More

Securing your Family's Future
Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.