Advisor to Client

Financial Planning

Manage property claims before marriage

How to manage the legal and financial implications of a relationship when it comes to property.

By Evelyn Juan |April 23, 2015

3 min read

Financial Planning

Worksheet: Do these couples need pre-nuptial agreements?

Read through the scenarios and decide whether any of these couples should get pre-nuptial agreements.

April 23, 2015

2 min read

Financial Planning

Planner: Work through disagreements before you’re married

Here are some ideas for holding an event geared toward soon-to-be married couples.

April 23, 2015

2 min read

Tax

More tax support for caregivers, seniors

This year’s federal budget offers extra support for seniors, disabled people, and their caregivers.

April 23, 2015

3 min read

Tax

Goodies for business owners in Budget 2015: Golombek

Small businesses should cheer the 2015 Budget.

By Melissa Shin |April 22, 2015

2 min read

Financial Planning

Budget 2015: Tax credits and retirement savings

Changes in the 2015 federal budget impact how you can save for retirement, buy a home, save for your kids’ educations, and more.

By Staff |April 22, 2015

1 min read

Financial Planning

Client Letter – Budget 2015

This year’s budget contains some generous changes.

By Staff |April 21, 2015

3 min read

Investing

Using whole life insurance

Insurance plans must be able to withstand the pressures of time, while delivering what was promised years earlier.

April 17, 2015

3 min read

Tax

Filing taxes for busy families

If you're paying off student loans, adopting, or raising a family, don't miss these tax savings.

By Jessica Bruno |April 7, 2015

2 min read

Tax

Telling CRA about foreign assets

If you rent out your Florida vacation home, have a Wall Street portfolio, or own other foreign assets worth more than $100,000, CRA wants to know about them.

By Francois Bernier |April 7, 2015

4 min read

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