Blogs and Insights

Check out our Q1 review!...

Read our weekly market news update for the week ending April 3, 2026!...

Setting down plans for your own funeral can be daunting. Find out how to take it one step at a time, starting with the most helpful details for your family....

Read our weekly market news update for the week ending March 13, 2026!...

Learn about an executor’s wide-ranging responsibilities....

Find out under what circumstances the courts may step in to change estate distribution instructions....

Canada does not have an estate or inheritance tax, but your estate assets are still subject to income and capital gains tax. Learn strategies, such as spousal rollovers and gifting to adult children, to reduce your estate’s tax liability....

A power of attorney document (mandate in Quebec) ensures someone you trust will handle your financial affairs if you suffer a cognitive impairment. It’s a crucial step for every adult, regardless of age....

Learn why the order of deaths in a couple may mean some beneficiaries get a windfall while others are left out in the cold....