Client stories
Retiring with multiple properties – should Sara and Marc sell, downsize or keep in the family?
How we can help
- Planning for tax obligations in different countries
- Selling at market today vs. the future
- Passing on property to children
A doctor with a new family – when is the right time for Michael to incorporate his practice?
How we can help
- Financial implications of incorporating his practice
- Blended family and common-law considerations
- Integrating financial planning for a child with disabilities
A successful business owner about to retire, but are they considering the full family picture?
How we can help
- Business transition options
- Estate planning for blended families
- Vacation property succession planning
CFO of a public company – What legacy will they leave behind?
How we can help
- Clarifying the tax implications of executive compensation
- Cash flow and tax-efficient planning for the family
- Strategies to enhance charitable giving
Estate planning when one of your loved ones has a disability – what should Alan and Sue consider?
How we can help
- Planning for a beneficiary with a disability
- Planning for a beneficiary who is a spendthrift
- Guidance on family communication strategies
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Download our free whitepaper for more information on various issues that you may want to consider when leaving an inheritance to your children.
Latest news
It's time to settle that age-old housing debate: rent or buy?
It's time to settle that age-old housing debate: rent or buy?
Tuesday, September 16, 2025 - Financial Post
The conventional wisdom that everyone should buy a home isn't supported by the numbers. Read more...
By withdrawing more than the minimum from their RRIFs, is a retired Alberta couple outspending their portfolio?
By withdrawing more than the minimum from their RRIFs, is a retired Alberta couple outspending their portfolio?
Wednesday, August 27, 2025 - Financial Post
What do you do when you’re well into retirement and your portfolio is no longer keeping up with expenses? Read more...
When love goes sour and ends in divorce, who gets the RRSPs?
When love goes sour and ends in divorce, who gets the RRSPs?
Thursday, August 28, 2025 - Financial Post
From spousal support to TFSAs and splitting the family home, ending a marriage has financial twists most couples don’t see coming. Read more...
China has laid a rare earths trap for the West
China has laid a rare earths trap for the West
Wednesday, August 27, 2025 - Financial Times
The American military and Europe’s green transition both rely on critical minerals from Beijing. Read more...
Toronto-area real estate sales pick up, with semis leading the way
Toronto-area real estate sales pick up, with semis leading the way
Wednesday, August 20, 2025 - Globe and Mail
And there are some signs of a shift in the condo market. Read more...