Your will is a key document that outlines how you want your assets, belongings, and guardianship of dependents managed after you pass away. While creating a
How Much Life Insurance Do You Really Need? A Guide for Canadians
When it comes to life insurance, a common question is: “How much coverage do I really need?” Th
Retirement planning looks a bit different when you’re a business owner. You’ve spent years, maybe decades, building your company from the ground up. It’s been
Discover the importance of a clear will, witnessed and notarized, to avoid legal battles for your loved ones and secure your legacy.
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When you hear the term “estate planning,” what comes to mind? Do you think of the ultra wealthy trying to determine how to divide their massive fortune among
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It can be hard to think straight when a loved one passes away. Leaving behind clear directions and details mapping out where all your documents and other
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Talking about money seems to scare a lot of people, even in our office. But with proper preparedness, your financial situation doesn't need to send you running
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If the money you are inheriting is coming from an RRSP or RRIF owned by your spouse, neither you nor their estate pays any tax, under two conditions!
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The most common types of investment accounts, registered retirement savings plans (RRSPs) and tax-free savings accounts (TFSAs), allow you to name beneficiaries
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We all know how important it is to have a plan for your physical estate at the time of your death, including property, heirlooms, and financial assets. Many
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Courtesy of Mackenzie Investments
Thinking about death and putting off planning your estate — one is difficult and the other is very easy. If they remain
