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What to Expect Financially When Your Spouse Passes
Preparing in advance can ease the financial challenges that arise after the loss of a spouse. Our guide offers practical tips on what to do in the event of a death, helping you navigate taxes, asset transfers, and other complexities with less stress. -
When Thinking About Where To Give, Let’s Think Local, Too
This Giving Tuesday, let’s embrace the spirit of philanthropy by thinking locally—Canada’s communities need our support now more than ever. -
As Climate Risk Mounts, Is It Time for Canadian Snowbirds To Pick a New Roost?
Florida has long been a favourite winter retreat for Canadians, but recent hurricanes are causing many to reconsider their investment in the Sunshine State. -
The Challenge of Dying Digitally
‘Dying digitally’ can become extremely complicated for your loved ones if you do not account for it in your estate planning. -
Why the CPP matters—and when you should take it
The Canada Pension Plan is an important consideration for anyone planning for retirement, regardless of their wealth. For high-net-worth individuals, while the CPP might seem small compared to other income sources, it offers stability and inflation-indexed benefits. -
Six Habits of Highly Successful Retirees: A Guide to Preparing for a Sound Financial Future
In our view, the process of retirement planning should involve a greater depth of thought and breadth of preparation than simply asking “When?” and “How much?”. This guide distills our thinking about how best to prepare for a sound financial future in later life.
