Newsletters

  • Following two difficult years, the need for giving continues to grow, in Canada and across the world. For those who would like to make philanthropy a part of their legacy, here are seven key considerations (and surprising tax benefits) you should be aware of.

  • Leaving a lasting legacy for your family can involve careful planning and a team of professionals. Here are five questions that can help get you started.

  • Q: My dad is in his 70s and has mentioned moving in with his new girlfriend. Should we be concerned about protecting his assets if the relationship gains common-law status?

  • The Private Giving Foundation was the first-of-its-kind fund in Canada. Jo-Anne Ryan, Executive Director and architect of the foundation speaks to us about the value of flexible giving and how you can make an impact with your good fortune.

  • For couples who meet later in life, retirement planning may seem a little daunting. But it doesn’t have to be. If you get started now, and ask the right questions along the way, it can even be exciting. Here are a few questions that should be top of mind.

  • Too many Canadians are dying without a Will, leaving children, heirs and assets in limbo. Here’s why you should consider writing your own will today.

  • We've all received those scary sounding text messages and emails claiming to be from our bank or other service provider. The person calling says that your account has been locked, or that you need to send them a money transfer, and that you need to click this link and enter your personal information as soon as possible, or else.

  • Is there a difference in your rights and responsibilities between common-law and married couples? It may be a good idea to find out before you shack up.