Financial Planning

Financial Planning

Client Letter – Budget 2015

This year’s budget contains some generous changes.

By Staff |April 21, 2015

3 min read

Financial Planning

How to remove an executor

We detail the criteria to remove an executor, and the likelihood of the beneficiary’s efforts succeeding.

By James Dolan |April 3, 2015

3 min read

Financial Planning

Income sources for students

Good investments aren’t the only way to generate money for university or college. There are alternate ways to earn income, such as through government grants, tax breaks and bursaries.

By Lisa MacColl |April 2, 2015

3 min read

Financial Planning

5 pieces of advice for surviving spouses

More than 1.3 million women and nearly 350,000 men are widowed each year in Canada

By Staff |March 25, 2015

3 min read

Financial Planning

How to make a power of attorney ironclad

To avoid challenges to your Power of Attorney, watch for these problems.

By James Dolan |March 25, 2015

3 min read

Financial Planning

What the right-to-die ruling means for you

State your views on physician-assisted suicide in your estate planning documents.

By Melissa Shin |February 19, 2015

4 min read

Financial Planning

Minimize executor liability

Chances are good that at some point you’ll become an executor for a parent, family member or close friend. But the job’s responsibilities may expose you to significant liability.

By James Dolan |February 17, 2015

3 min read