A wealth plan identifies your life goals and provides you with a personalized wealth management strategy to meet your financial milestones and achieve each
The day may come when your parents find it more difficult to take care of their financial matters. Your help can make a difference, whether it’s in the form of
Loyalty programs
Each loyalty program has its own rules about whether points can be transferred to a beneficiary, so check your programs’ policies. When
Months after the federal government launched the First Home Savings Account (FHSA), more than 20 financial institutions are offering FHSAs, and Canadians are
According to Statistics Canada, the number of Canadians living alone has reached a record high. In fact, the one-person household is the most common household
The first things that come to mind when you think of estate planning might be your will, beneficiaries and executor or estate administrator. However, another
If you haven’t accounted for your digital property in your will or another document, you’re not alone. This is often overlooked when planning an estate.
Digi
Giving a financial gift to a grandchild can be tremendously satisfying, knowing you’re helping to make a difference in a loved one’s life. The first step is
The Canadian Securities Administrators, an umbrella organization of provincial and territorial securities regulators, introduced a measure two years ago to help
Across the country, a vacation property may be known as a cottage, cabin, chalet or camp. One thing they all share is a looming tax liability.
When a
Today’s housing market remains challenging, leaving many first-time home buyers hard-pressed to come up with a down payment. So, quite often, parents or
When you leave an inheritance to your loved ones, you intend to give each person some welcome help in meeting their financial and life goals. No one wants an