Building Trust and Transparency in Estate Settlement

When a loved one passes away, emotions can run high among family members. They may experience a range of feelings, from sadness and loss to relief or uncertainty about the future, especially regarding their inheritance. The executor of the...

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Financial Wellness and Pursuing Your Long Term Goals

As the world gradually recovers from the disruption caused by the COVID-19 pandemic, many women are seizing the opportunity to propel themselves forward toward their goals. For some, this entails taking a proactive stance towards their professional journey. It...

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Preparing for the Unexpected: Securing Your Financial Future

Life is unpredictable, particularly as we become older. Illnesses and accidents can happen without warning and present difficulties for people and companies alike. If you’re a major participant or business owner, the operations and financial viability of the organization...

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Navigating Your Journey: Assessing Your Current Position and Charting Your Future Path

We are all storytellers by nature. Stories help us find meaning in the chaos of life, weaving together the threads of our experiences into a coherent narrative. Stories help us make sense of the world around us, whether they...

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Designating Beneficiaries under Complex Circumstances

In today’s world, family dynamics can be complex and multidimensional. With over a quarter of Canadian children living with only one parent, and scenarios involving divorce, remarriage, or children from multiple partners becoming increasingly common, estate planning requires thorough...

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Navigating Beneficiary Designations: Key Considerations for Aging and Financial Wellness

When considering aging and financial wellness, it’s crucial to approach the selection of beneficiaries for your RRSP, TFSA, or life insurance policy with careful thought. While it may appear simple to assign beneficiaries, doing so without careful planning can...

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