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.
Over the years, meeting with my clients and reviewing their life and wealth management goals it's easy to determine there is not a one size fits all for estate and legacy planning. It is important to determine what and how you want to leave your legacy, and then take the steps to ensure the success of that plan.
Surprisingly, the average age of people who make a claim on a critical illness insurance policy is 49 years of age. Can you afford to shoulder the costs associated with becoming critically ill not to mention pay your day to day bills? For the monthly cost of dinner and a movie, you can provide this protection for you and your family.
There is something deeply rewarding about working with my female clients. Over the years I have seen women from of all walks of life step forward to educate themselves and take control of their financial futures.
For our very first Speaker Series of the season, Philip Petursson once again captivated the audience with his entertaining anecdotes and concise insight on economies, markets, what to watch for, and what to avoid...