Newsletters
We all know successful relationships are key in life and, in this newsletter, we’re focusing on that theme. For instance, did you know research has shown investors who have worked with an advisor for 15 years or longer typically more than doubled their wealth?1 When you consider many of us often focus on investments in our financial plan to the detriment of having a dedicated tax strategy, that data makes perfect sense.
Leaving a lasting legacy for your family can involve careful planning and a team of professionals. Here are five questions that can help get you started.
Stepfamilies are common, but planning for who gets what after you die is anything but routine. When families come together, each with their own possessions, ensuring your assets go where you want is key.
For couples who meet later in life, retirement planning may seem a little daunting. But it doesn’t have to be. If you get started now, and ask the right questions along the way, it can even be exciting. Here are a few questions that should be top of mind.
The Private Giving Foundation was the first-of-its-kind fund in Canada. Jo-Anne Ryan, Executive Director and architect of the foundation speaks to us about the value of flexible giving and how you can make an impact with your good fortune.
