15 March, 2021

Estate Planning: Transferring Your Estate

This e-book reviews the various factors you need to consider regarding the transfer of your estate....

15 March, 2021 Special Reports and Newsletters

Estate Planning: Protecting Your Heirs and Beneficiaries

Our e-book highlights the various tools and strategies you can use to protect, build, and preserve your assets, so your loved ones will receive the legacy you intend to leave them. ...

15 March, 2021 Estate planning

Estate Planning: First Steps

Whether your assets are big or small, you should have an estate plan. We broke down the what, why, and how in this e-book to help make estate planning easier to understand....

09 March, 2021

Spotlight on Personalized Advice

While some Canadians choose to figure it out on their own, an overwhelming majority believe that financial advisors have a positive impact on their lives, their families, and their futures....

09 March, 2021

Study Highlights Need for Legacy Planning

While COVID-19 has had an immediate financial impact on many Canadians, the uncertainty it has caused has left others eying their legacy....