Insights and Strategies
3/1/2024
Will Reshoring Create New Opportunities?
Markets & Investing
Estate Planning for Beneficiaries with Disabilities
2/14/2024
An important purpose of estate planning is to sure that loved ones are financially cared for after a person’s passing.
Retirement & Estate Planning
Estate Planning for Blended Families
2/14/2024
The number of blended families in Canada is on the rise. Blended families
are those in which one or both spouses bring with them children from a
previous relationship.
Retirement & Estate Planning
Insights and Strategies
2/1/2024
Finding a market commentary in 2023 that didn't mention the “Magnificent Seven” was
quite a challenge.
Markets & Investing
Nudge Theory and the Power of Positive Patterns
1/29/2024
Small beneficial “nudges” can help build healthy habits – both personal and financial.
Life Events, Lifestyle & Technology
2024: The Year of Rate Cuts, but How Much and How Soon?
1/22/2024
For 2024, we are expressing our outlook as two parts as we see the first and second halves of the year progressing differently.
Markets & Investing
In the Blender – Estate Planning for Blended Families
1/9/2024
All families are complicated, but blended families, where one or both spouses bring with them children from a previous relationship, can be more complicated than most.
Retirement & Estate Planning
Failure to Launch: Adult Dependents and their Estate Rights
1/9/2024
In Canada, individuals are generally allowed to leave their estates to whomever they wish, with some exceptions.
Retirement & Estate Planning
Raymond James Estate and Trust Services
1/4/2024
One of life’s greatest rewards is sharing your wealth with others.
Retirement & Estate Planning
Insights and Strategies
1/2/2024
2024… an Electric New Year.
Markets & Investing
New Beginnings
12/18/2023
How to pass on wealth, control and values to the next generation.
Retirement & Estate Planning