Wealth Planning

Planning to gift assets to your children?

If you’re considering gifting assets to your children or grandchildren, here are some questions we can address as we work with you to create a strategic giving plan.

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Considering living together?

Moving in together? Don’t skip the money talk. Here's why having a legal cohabitation agreement that protects both partners is a good idea.

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Corporate Planning – Sale of Business

Business ownership: The complete wealth spectrum. Business management along with tax, insurance, investment, succession & estate planning shouldn’t be addressed as isolated topics.

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Being an executor/liquidator

While being an executor for someone is an honour and means that they trust you to manage their estate, it also comes with a great deal of responsibility. Before you say yes, be sure you understand the obligations and the risks, and carefully evaluate whether you’re prepared to take on the challenge.

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Cottage succession

Your cottage may be a gathering place for family and your personal sanctuary of memories. Here are four tax planning ideas for your cottage.

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Business succession

Whether you plan to sell your business or transition it to the next generation there will be decisions to make and planning to be completed.

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Tax-Free First Home Savings Account (FHSA)

Feel like buying a home is out of reach? Housing affordability is a big issue for many Canadians and rising interest rates aren’t making it any easier.

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Your money journey

Give your young adult children the tools they need to make informed financial decisions and build a strong foundation for their future.

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Alternative Minimum Tax (AMT)

The Alternative Minimum Tax (AMT) has been around since 1986, but many Canadians may be unfamiliar with it. That’s about to change. Starting in 2024, the AMT’s scope has significantly expanded — that means it’s affecting more individuals than ever before.

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Will Planning

Is your will up to date? Key questions to consider as you create your estate plan.

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Guide to Charitable Giving

Want to be more strategic about your charitable giving? A carefully crafted strategic giving plan can maximize tax efficiency and help you leave a lasting legacy.

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RESP Guide

With the ever increasing cost of post secondary education, a Registered Education Savings Plan (RESP) is an attractive way to plan for this major life event. Learn more about the benefits of using an RESP for education savings.

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Estate Planning – Executor’s checklist

Business ownership: The complete wealth spectrum.

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10 Considerations for Retirement preparation

Retirement planning starts earlier than you think! Ideally, you should start planning for your retirement income as soon as you get your first job to collect the full benefits of compounding interest. Unfortunately, this is rarely the reality for most.

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