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Protect WHAT Matters. Plan for WHO Matters. Did you know that if you leave a disorderly estate, a large percentage of your hard-earned wealth could be taken by the taxman, lawyers, and courts? Estate planning is not just about writing your will, it’s about Powers of Attorney, living wills, and creating peace of…
Raise Kids Who Know What to Do With Money. We teach our kids how to read, drive, cook, and prepare for a career—but how much time do we spend teaching them how to manage money? Healthy financial habits don’t suddenly appear when a child turns 18. They develop over years through conversations, experiences, mistakes and,…
Make Your Money Work for the Retirement You Want. Retirement brings a new set of financial questions. When should you start CPP and OAS? How does a workplace pension fit into your plan? Which investments make sense when you’re no longer earning a paycheque? And how do you turn your savings into reliable…
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