Education Articles

TAX PLANNING

• Tax loss selling
• Tax planning checklist
• Where should my savings go?
• FHSA guide
• RESP guide
• RRSP guide
• TFSA guide

BUSINESS

• Business ownership
• Business owner's checklist
• Business succession
• Physicians
• Selling your business: The emotional side
• Intergenerational business transfers
• Joint ownership: helpful or harmful?

FAMILY, WOMEN & HEALTH

• Women, health & wealth
• Women wealth and the power of strategic giving
• Supporting your adult children
• When adult children move back home
• Money tips for young adults
• Raising generous kids

INSURANCE

• Critical illness insurance
• Medical care insurance
• How affluent families use life insurance

ESTATE PLANNING

• Estate planning 101
• Philanthropy
• Charitable giving strategy
• Why a safe at home is important
• Introduction to trusts
• Cottage succession
• Income splitting
• US executors
• Is your will up to date?
• Will planning
• Insurance for each life stage
• Planning for incapacity
• Dealing with estate conflict
• Being an executor: What you need to know
• Power of Attorney

LIFE EVENTS

• Suddenly single
• Starting a family
• Behavioural finance
• Widowhood
• Buying a vacation property
• Selling the family home
• Your aging journey
• Leaving Canada