Fulfilling Your Wishes
With many Baby Boomers now moving into their sunset years, the growing concern is how they will efficiently and effectively plan for the transfer of their wealth to the next generation? A recent survey by RBC Wealth Management estimated that the amount of money changing hands over the next twenty years is about $400 billion. […]
It Doesn’t Pay to Procrastinate
Many people have no idea. Some people have a vague idea. A few people, a very few, have it all worked out. When it comes to retirement planning, many people do not take action until forced to by a mid-life event (career change, death of loved one) or by hearing about seniors running out of […]
Divorce and Your Finances
Canadian government statistics continually show that roughly half of all marriages end in divorce. If a couple is contemplating moving forward with a divorce, it is important to carefully consider how this event will affect their overall financial situation. Understanding how a divorce changes financial and estate plans can help reduce legal costs and reduce […]