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Advice for Life Spring 2026 Newsletter
Having conversations about future plans can feel daunting – whether you're an adult child wondering how to bring up these topics with your parents, or a parent ready to share your plans with your family. There's a lot to cover and emotions can run high.
November is Financial Literacy Month in Canada, a time to reflect, reset, and take action toward better financial habits.
Year-end is a time when we start thinking about winding down. However, in the field of tax planning, that annual deadline is when we need to take stock, and potentially take action.
A will is your voice after you’re gone. It provides clear instructions on who gets what, how dependents should be cared for, and how any business interests should transition.
Cybersecurity Awareness Month is here. Your safety is our top priority. Fraud attempts are on the rise. Here’s what to watch out for to protect yourself.
Philanthropy is an important pillar within many financial plans, and there are several tax-efficient ways to give that may benefit you and your chosen qualifying charitable organization. Again, win-win! Let’s briefly explore four strategies for donating tax effectively.