Estate planning is all about protecting your loved ones by planning a smooth transfer of your assets to your heirs. It’s about giving you peace of mind...
Imagine an affluent couple whose wealth is self-made after decades of hard work and disciplined financial planning. They have a child who’s 18. Now, the couple is giving serious thought to the handing down of wealth....
A lack of communication between parents and children may be leaving inheritors are in the dark about their financial future and many benefactors risk not having their wishes carried out as planned....
For clients seeking a core Canadian mandate that aims to generate an attractive yield in this low-rate environment, we believe there’s a strong case for including Counsel Canadian Dividend in their portfolio....
For many people saving for retirement, their financial life often looks something like a portfolio that consists of traditional investments, generally fixed income and equities; estate planning involves drafting a will and naming an executor; or....
Timing can be everything, especially in investing, and the timing and size of deposits and withdrawals can also influence your investment outcomes....
Estate Planning: Transferring Your Estate reviews the final steps of estate planning regarding the actual transfer of your estate to your heirs and beneficiaries....
Estate Planning: Protecting Your Heirs and Beneficiaries highlights how to protect, build, and preserve your assets, so your loved ones will receive the legacy you intend to leave them....
Estate Planning: First Steps introduces the key reasons why everyone should have an estate plan. Whether your assets are big or small, everyone can benefit from a formalized estate plan....
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....
All
Estate planning
Events
Financial Planning
Investment Services
Portfolio Management
Retirement
Special Reports and Newsletters
Tax Planning
Total Client Experience
Wealth Management
Testimonial
June 2021
May 2021
April 2021
March 2021
February 2021
January 2021
November 2020
April 2020
March 2020
February 2020
January 2020
April 2019
March 2019
January 2019
December 2018
September 2018
June 2018
April 2018
March 2018
February 2018
May 2017