What to do with the family cottage
Understanding your estate and tax planning options.
Does your estate plan need a refresh?
Don’t forget to include your digital assets.
Get organized
Ensuring loved ones can find your important information in case of an emergency.
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.
