Tag: beneficiaries

Money from above

In the years to come, many millennial-aged Canadians will inherit money from their loved ones. The question is: What will they do with it?

November 16, 2018

Retirement / Family

Why you need a will

It’s not just celebrities who pass away without leaving a will – unfortunately, many Canadians do it too. Kim Parlee explains the importance of having a will and avoiding leaving your estate, heirs and even your children in limbo.

November 16, 2018

Retirement / Family / Your Business

The wealth you’ll share

In the years to come, trillions of dollars will move from one generation to the next. Are you confident your family and loved ones will receive the assets you intend for them? The case for a family wealth transfer plan.

November 15, 2018

Retirement / Family

The Love is Gone

You’ve shared a life and your finances but now the marriage is over. Following these five tips may keep you from ending up with an empty heart and empty pockets.

May 24, 2017

Family / House / Spend /Play /Travel

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