Fifty-one percent of Canadians do not have a will; now that is an alarming statistic*. Without a proper estate plan, over 50% of some assets could disappear to tax, and that isn’t the costliest aspect of having no plan in place. Read our blog to find our Free Estate Planning Checklist!
Are You Leaving a Fraction of What You Could?
Our self-made, independent, North American lifestyle results in each generation basically starting over. Out of ignorance, we make the same mistakes of past generations and miss the incredible wisdom from the life lessons of those generations
Why Your Spouse Is Your Most Important Financial Advisor
Your first thought when reading this title might be: “You obviously don’t know my spouse”.
We may not know your spouse but today we will provide insights based on our experience and on statistics that show couples who are both involved in their family finances will do best.