Administering an Estate: The Challenges and Pitfalls in the Digital Age
11/17/2022
Watch our latest Client Insights webinar.
Retirement & Estate Planning
Trusts: Navigating your Trustee Duties and Responsibilities
11/3/2022
Watch our latest Client Insights webinar (only available in French).
Retirement & Estate Planning
Client Insights - The Role of the Mandatary
10/27/2022
Watch our latest Client Insights webinar (only available in French).
Retirement & Estate Planning
Client Insights - Settling an Estate: The Role of the Liquidator
10/13/2022
Watch our latest Client Insights webinar (only available in French).
Retirement & Estate Planning
Technology makes it easier (and safer) to age in place
Digital advances may help your loved ones remain in their home while retaining a higher level of independence.
Retirement & Estate Planning
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
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
Estate Complexity Calculator
6/14/2022
Check out our new Estate Complexity Calculator
Retirement & Estate Planning
Mental Wealth: Support for seniors
2/14/2022
Listen to our latest podcast with guest speaker with portfolio manager, Neela White.
Retirement & Estate Planning
Maximize your legacy through estate planning
The COVID-19 pandemic prompted many Canadians to think more deeply about estate planning.
Retirement & Estate Planning
