Latest Post in Estate Planning
Estate Planning Checklist

Thinking about death and putting off planning your estate — one is difficult and the other is very easy. If they remain ignored, death or...

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Why You Need an Estate Plan

Posted 24 Feb 2015 by Rick Irwin, CFP, CLU

One of what I consider to be the most important aspects of my job is... Read More

Why do I need a Will?

Posted 02 Dec 2014 courtesy of Invesco

Anyone with support or dependency responsibilities to a spouse, partner, or children should have a... Read More

Should you accept the "Executor" Role?

Posted 28 Oct 2014 courtesy of Invesco

At some point in your lifetime you may be approached by a friend or a... Read More

Trusts for Small Business Owners

Posted 29 Sep 2014 courtesy of Invesco

The trust has existed under common law for centuries and can be devoted to a... Read More

New Parenthood & Your Finances

Posted 09 Sep 2014 by Rick Irwin, CFP, CLU

The birth of your baby is the ideal time to review your insurance policies, your... Read More

Choosing a Guardian

Posted 18 Aug 2014 courtesy of Invesco

Writing out what is important to you in child rearing can help you better determine... Read More

Signs of Financial Abuse

Posted 29 Jul 2014 by Natalie LeBlanc

When you spend your lifetime building up your wealth, the last of your worries should... Read More

Do You Need a Power of Attorney?

Posted 03 Jul 2014 courtesy of Dynamic Mutual Funds

According to the Alzheimer's Society of Canada, over 450,000 Canadians over 65 are suffering from... Read More

Your Estate and its Future

Posted 06 Jun 2014 courtesy of TD Asset Management

Many Canadians delay preparing a simple estate plan – let alone one that strategically protects... Read More