Navigating the sandwich generation: Balancing family, finances, and your future

Feeling squeezed between the demands of raising your children and caring for your aging parents? Welcome to the sandwich generation, where balancing family responsibilities and financial obligations can leave you feeling stretched thinner than......

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Can you retire sooner than you think? Let’s find out

We’ve helped hundreds of clients, including many in high-pressure careers, explore whether early retirement is a real option. And often, with careful planning and smart strategies, it is....

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When families blend: How to plan your finances thoughtfully

Families come in many forms, and blended families are becoming more common in Canada. These families bring joy, love, and new beginnings. But they can also introduce unique financial complexities....

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Preserving wealth with purpose: The role of trusts in estate planning

Trusts are versatile planning vehicles that can help Canadians protect what they’ve built, plan for the future and support the people and causes they care about – no matter their net worth....

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How to navigate the complexities of executive compensation structures

As an executive, stakeholders rely on your leadership, skills and experience to make a tangible difference for your company....

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Why you need a Will: Protecting your legacy and loved ones

A will is more than just a legal document. It plays a vital role in ensuring your final wishes are respected and your loved ones are protected. Let’s explore why having a will is so important....

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How to talk to your kids about inheriting the family getaway

Let's be honest - talking about what happens to the family cottage after you're gone isn't exactly a fun conversation....

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RESPs: Unlocking opportunities beyond traditional higher education

If you're a parent, you need to know about the secret weapon that can help your kids chase their dreams, whether they're aiming for a university degree or a career in the skilled trades: the Registered Education Savings Plan (RESP)....

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Balancing personal and business financial planning as an entrepreneur

Being a business owner can open up some exciting opportunities. You can work for yourself and make money following your passion. But being an entrepreneur also comes with its challenges, particularly when it comes to your finances....

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