The Parental Union That’s Reshaping Quebec Families
2/17/2026
Families grow in all kinds of ways.
Retirement & Estate Planning
How Much Do You Need to Retire in Canada? Rethinking the Retirement Number
2/17/2026
Your guide to planning a fulfilling retirement with confidence.
Retirement & Estate Planning
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Registered Retirement Income Fund (RRIF) at a Glance
2/3/2026
You’ve worked hard to save for retirement and now it’s time to turn those savings into income.
Retirement & Estate Planning
10 Ways Tax Planning Can Improve Your Life
1/23/2026
A lasting legacy doesn’t happen by accident.
Tax Planning
Why September Is the Right Time to Talk About Life Insurance
9/2/2025
Is your insurance still working for your life, your goals, and your legacy?
Life Events, Lifestyle & Technology
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Gifting or Donating as an Attorney for Property*
7/3/2025
In Canada, an attorney for property does not have an unrestricted right to make gifts or donations on behalf of the grantor.
Retirement & Estate Planning
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The Value of Estate and Trust Planning
7/2/2025
Protect your family and your legacy.
Retirement & Estate Planning
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8 Steps to a Smoother Estate Transfer
6/17/2025
Preparation today secures tomorrow.
Retirement & Estate Planning
Client Story - Retirement in Focus
3/17/2025
The sale of a business opens multiple options in retirement.
Retirement & Estate Planning
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Top 5 Reasons Why Estates Get Into Litigation – And How to Avoid Them
2/20/2025
Watch our latest Client Insights webinar.
Retirement & Estate Planning
The Family Share: Passing on Your Charitable Spirit to the Next Generation
6/19/2023
Charitable giving has the power to create a lasting impact. 
Retirement & Estate Planning