A sound plan can make a huge difference. When transferring wealth, concepts like a family trust or an estate freeze may be vital examples that ensure your children are taken care of and that they have access to wealth throughout their lives. Work with us to build a secure future for your loved ones.
Protect your family’s interests
5 Best Books for the Athlete-Turned-Investor
by Sarah Stratton
What do investing and being an athlete have in common? Patience, diligence, and more. Check out these books for the athlete turned investor.
Read More
How Retirement-Ready Are Canadians?
by Sarah Stratton
Asking yourself if you're retirement ready is a complex but important conversation. Here are a few tips to help you out.
Read More