Grow, protect, transfer
Discover the unique opportunities of segregated fund contracts.
The value of naming a beneficiary
How some financial products can keep more money in the family.
Video: Executor responsibilities
It’s an honour to be asked to be an executor, but also a great responsibility.
Role of the executor
It’s an honour to be asked to be an executor, but it's also a great responsibility.
Have grandkids – will spoil
Keeping the cottage in the family
Create a lasting legacy with a smooth transfer of ownership.
Forward thinking
Estate planning essentials to ensure your wishes are carried out as intended.
Do you need an estate plan?
From your 20s to your 90s, estate planning is essential at any stage of life.
Financial planning for special needs children
How to support their care for a lifetime.
You’ve been asked to be an executor … now what?
What to consider when someone invites you to take on this important responsibility.
Estate planning 101
The freedom to protect your legacy and loved ones the way you want.
Who will speak for you?
With a power of attorney for property, you authorize someone else to make decisions about your finances.
