Blogs & Insights

Think trusts are only for the rich and famous? You’ll see a variety of uses that show why trusts can meet the estate planning needs of just about anyone....

Everything’s more intriguing when it’s little known and under the radar. Especially when the subject is strategies to save you money and put more in your pocket....

Closing your eyes and envisioning where you’ll retire might seem like a flight of fancy. Find out why it’s actually a constructive retirement planning exercise....

If you’re wondering whether to open the Bank of Mom and Dad to help a child buy a home, you face a difficult decision. We’ve got a pros-and-cons analysis to make it a little easier....

It’s okay that one spouse plans vacations and the other keeps track of relatives’ birthdays. But when it comes to financial matters, we’ve got several reasons why both spouses should participate....

Think of the inheritance you plan on leaving to your children. If you have an asset that can’t be easily divided, you’ll want to read this....

Unless you prepare properly, your executor might end up feeling more like a detective. See what important steps you can take now to make sure the process goes smoothly....

You don’t hear much about insurance needs in retirement. So we’ve got you covered with helpful information on life, disability, critical illness, long-term care and private health insurance....

When retirement approaches, you want to play it safe and protect your nest egg. But you also need to support a retirement that will last decades. We’ve got ways to solve this dilemma....

Thankfully, the Canada Revenue Agency (CRA) has made it easy for employees to claim home office expenses if you spent more than half of your working hours at home for at least four consecutive weeks in 2020 due to COVID-19. Here are the options avail...