Recent Articles

Earl wants to control the distribution of his estate when he dies and feels that a Will is a good idea. He saw an ad on social media about do-it-yourself …

The Often Unasked Question

With the December market correction in both the US, Canada and elsewhere slowly receding into the past, it is a good time to review what exactly happened and how clients …

Many people look forward to retiring, and going to live beside a golf course, on the coast, or somewhere else where they have always dreamt of. It’s enticing to think …

As The World Improves

If your way of assessing the state of the world is only through stories gleaned from the regular media, then you are likely missing out on all the marvelous and …

It is possible for just about everybody to achieve financial success. Getting there is usually not a matter of financial wizardry. By following some basic principles, you can make your …

Everyone Needs an Estate Plan

Ralph became concerned about what would happen to his hard-earned estate after seeing what had happened to some people he knew.   Vivian had remarried and chose to cut costs …