Articles
June 12, 2024
Planning Ahead: A Rising Capital Gains Inclusion Rate
It has been over 20 years since we’ve seen changes to the capital gains tax.
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Articles
June 10, 2024
The Largest Wealth Transfer in History is Here
As the last of the Baby Boomers reach the age of 60 this year, and the oldest approach 80, an estimated $1 trillion of wealth has begun to change hands.
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Articles
April 17, 2024
9 Common Estate Planning Mistakes
Are you ready to take control of your financial future? Estate planning is the key to ensuring that your assets are distributed according to your wishes.
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Articles
April 10, 2024
Why Do You Need an Estate Plan?
Research shows that 70% of Canadians don't have an estate plan and 50% don't have a Will (25% of these folks say it's because they don't know where to start!).
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Articles
April 3, 2024
The Great Wealth Transfer: How Prepared are Canadians?
Just 48% of Canadians have a will in place, and only 65% have appointed a power of attorney, according to recent statistics.
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Articles
March 26, 2024
Growing Scams: Protect Yourself & Others From Phishing
As advisors, we continue to be dismayed by the increasing amount of financial fraud.
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