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.
The Cost of Cognitive Care in Canada
6/30/2026
As life expectancy continues to rise in Canada, people are living longer and more fulfilling lives.
Retirement & Estate Planning
Helping Your Child Buy Their First Home
6/18/2026
Helping a child buy a first home is a meaningful milestone.
Retirement & Estate Planning
Women & Wealth - What Women Want from Money Conversations
5/26/2026
A presentation from our Planning Specialists.
Watch our latest Client Insights webinar.
Retirement & Estate Planning
Why Early Planning for Brain Health Matters Now
5/8/2026
How cognitive change ripples through family finances.
Retirement & Estate Planning
Building Generational Wealth with Trusts - Strategies that lasts
2/20/2026
A Presentation from our Estate & Trust Solutions specialists.
Watch our latest Client Insights webinar.
Retirement & Estate Planning
The Parental Union That’s Reshaping Quebec Families
Families grow in all kinds of ways.
Retirement & Estate Planning
How Much Do You Need to Retire in Canada? Rethinking the Retirement Number
Your guide to planning a fulfilling retirement with confidence.
Retirement & Estate Planning
Registered Retirement Income Fund (RRIF) at a Glance
2/3/2026
You’ve worked hard to save for retirement and now it’s time to turn those savings into income.
Retirement & Estate Planning
10 Ways Tax Planning Can Improve Your Life
A lasting legacy doesn’t happen by accident.
Tax Planning
Why September Is the Right Time to Talk About Life Insurance
9/2/2025
Is your insurance still working for your life, your goals, and your legacy?
Life Events, Lifestyle & Technology
Gifting or Donating as an Attorney for Property*
In Canada, an attorney for property does not have an unrestricted right to make gifts or donations on behalf of the grantor.
Retirement & Estate Planning
The Value of Estate and Trust Planning
Protect your family and your legacy.
Retirement & Estate Planning
