Wealth Planning

Couple setting up their living room

How to rebound after job loss: a financial checklist

Whether you saw it coming or were blindsided, losing your job is traumatic. It’s not just about losing your source of income, it’s also about a loss of status, daily routine and sense of purpose. But job loss doesn’t have to mean losing everything. Here is a checklist to help keep your financial life on track as you navigate this transition.

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family travelling the world

Leaving Canada?

Taking advantage of opportunities abroad, like a new career, business venture or lifestyle change, can be exciting. But from a financial and tax standpoint, leaving Canada can create complications you may not be aware of.

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family travelling the world

Planning for long-term care

When most people think about retirement, they picture travel, hobbies, and time with family and friends. One area that’s often overlooked, however, is planning for a time when they might need additional care. This article outlines why planning for long-term care should be part of clients’ overall retirement strategy, and how the right financial advice can help anticipate care costs and ensure appropriate cash flow.

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Cohabitation agreement

Considering living together?

Give your young adult children the tools they need to make informed financial decisions and build a strong foundation for their future.

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money tree

How to manage a financial windfall

Winning the lottery. Selling your business. Getting a large bonus. While it may not happen frequently, receiving a financial windfall can be life changing – if you take your time and manage it correctly.

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women in business

Women and the wealth journey

There is a clear trend towards financial empowerment for women in Canada. An increasing number of women are creating wealth (due to greater workforce participation as they become the leading holders of post-secondary degrees) or inheriting wealth (as they come into money from parents and/or spouses).

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