Treasured assets have been reluctantly sold to cover the tax payable by an estate. Here are four ways you can plan to take care of the tax bill....

Making a difference in a loved one’s life is truly rewarding. Explore the ways you can help a grandchild, and understand why the first decision is when to give the gift....

Did you know that some Registered Education Savings Plan (RESP) withdrawals are taxable, while others are not? We’ve got tax-saving tips for you and your child....

In the first six months of 2023, 21,299 Canadians lost more than $283 million to reported fraud. Make sure you and your family stay alert when using your computer, phone or another device....

Tech is gaining speed, literally and figuratively. We are on the verge of a major shift in how we live our daily lives. Find out how new innovations will shape our future....

If you haven’t already given us the name of a “trusted contact person,” read why naming one now could help you in the future....

When you sell or give a vacation property to your children, you’ll need to manage the tax liability on capital gains. Should you pay a smaller tax bill now or leave a larger tax bill for your estate?...

Wealth planning in retirement involves new rules, products and strategies—but don’t feel stressed. We’ll keep you informed and help you explore your options....

Learn how to save for a child’s or grandchild’s education beyond a Registered Education Savings Plan (RESP) — either to accumulate more savings or gain extra flexibility....

Many people approaching or in retirement are torn between downsizing and staying in their home. Here are some considerations and how we can help....