Financial Library

Using a Trust to Avoid Probate Fees

Oct 11 2021

When Simon's father passed away two years ago, he didn't think much about how his estate would be handled. His mother had died five years before, and his dad's will was clear about how his assets would be divided. Then came probate, a process to confirm the validity of his will. Not only did unexpected fees come out of his dad's estate, it took almost a year to settle and distribute it.

estate planning

Teen Challenge Canada

Sep 13 2021

On Tuesday August 31st, we were very proud to be the Platinum Sponsor at the annual Teen Challenge – Ontario Women's Centre Golf Tournament.

Teen Challenge Canada is a 12 month, faith-based, residential drug and alcohol rehabilitation program with 13 centres across Canada. Tuesday's tournament was in support of the Ontario's Women's Centre located in Aurora.

A Point In Time

Sep 13 2021

There are moments in time when significant economic shifts occur that alter the future. One such moment occurred in late August 2019 at the close of the Jackson Hole Economic Symposium. This is an annual and exclusive central banking conference to foster open discussion about important and current policy matters.

investment planning

Tax Tips for Sole Proprietors

Sep 13 2021

tax tips

Advice for the Sandwich Generation

Sep 13 2021

It seemed there was nothing her father couldn't do when Margaret was growing up. He was the most capable person she knew. Widowed by the time he was 55, he lived an independent and full life, never relying on Margaret for anything other than her company.

estate planning

Storyline Investing

Aug 09 2021

The point of the headline is to distinguish what kind of investor you are. Do you follow storylines as described in the media headlines, or do you rely upon numbers and data to build your wealth and achieve financial independence?

investments