News & Resources to keep you well-informed

We have assembled a valuable and varied array of information here to help you become more informed and confident as an investor. Content is updated often, so revisit regularly. As always, if there is anything else you ever need, feel free to let us know.

In the Blender – Estate Planning for Blended Families

All families are complicated, but blended families, where one or both spouses bring with them children from a previous relationship, can be more complicated than most.

Retirement & Estate Planning
Failure to Launch: Adult Dependents and their Estate Rights
In Canada, individuals are generally allowed to leave their estates to whomever they wish, with some exceptions.
Retirement & Estate Planning
Read
Read
Beyond the Henson Trust: Estate Planning for children with Disabilities
Trust advisors often encounter clients who have a child with a disability ask during estate planning meetings: “Should I have a Henson Trust?”
Retirement & Estate Planning