Check out the articles we've selected for December's edition of Insightful eNews.
I know, the last thing you want to read about or talk about is Life Insurance. But why?
In reality, it is a discussion that should be embraced.
Autumn is the time of year when Snowbird’s follow suit and prepare to head to warmer climates. There are many things to prepare before a departure south; one of the biggest details to take care of is reviewing your travel insurance needs.
Check out the articles we've selected for September's edition of Insightful eNews.
It is often interpreted as an honour, being named Executor of someone’s estate, as well as a sign of trust and respect. But along with it comes huge responsibility and holds the potential to become an overwhelming and stressful job. I often hear from clients that it is going to either be a collection of their children, the oldest child or even a spouse in a second marriage because it is the “right thing to do”, or “why spend money on a professional?”
“Taking care of my family’s well-being” is how women describe their ideal wealth management experience. A holistic relationship with their Advisor, talking about their goals, and empowerment through education are three of the ways that women are looking for that experience to be successful.
We are officially in the middle of 2015! Be sure to check out our chosen featured articles for this quarterly issue of our Insightful eNews.
While we regularly educate our clients on Tax Free Savings Accounts, we thought now would be a good time to provide a little refresher on TFSAs and why they are good for you.
It is said that death and taxes are the two certainties in life. While this is true, let’s not let the taxes be more than they should be. There are many facts and strategies which will allow you avoid paying more of your money to the government.
We held our Annual Spring Open house last week, and it was the most incredible evening of community, connection and laughter. We hosted over 100 of our amazing clients on our sunny Patio.