Many people avoid conversations about funerals, particularly their own. Some are indifferent to what happens to their body. Others dismiss the topic to deflect
After a difficult performance for the 60/40 portfolio in 2022, you might forgive investors for throwing in the towel on the idea of diversification. When stock
Events in your life or changes involving the person you designated may call for a review of your executor—also known as a liquidator, estate trustee or personal
Whenever you have a chance to defer paying tax, a common thought is, “Why pay tax now when I can pay it later?” However, there’s more to the story than simply
In a typical estate plan, each spouse leaves their assets to the other. When the second spouse passes away, assets are distributed to the children. However, an
You may think the vast majority of couples retire at the same time. However, the last time Statistics Canada reported on Canadians retiring together or not
The Bank of Canada’s interest rate cut in June was slight, yet significant. It was the first rate reduction in more than four years and a signal of cuts to
There were multiple factors which caused a meltdown in the Japanese stock markets and corrections everywhere since the beginning of August.
Following the
Have you noticed your social media seems to know you these days? It continues to improve in relevance, and it is only showing you content that will likely
We are in the process of normalizing the economy, but what does that mean? Positive economic growth, check. Full employment, check. Normal monetary policy via
When choosing how to make a large charitable gift, the number of available options can seem overwhelming—especially when each brings its own financial benefits
Financial behaviourists have identified well over 20 investment biases that can tempt or lead individuals to invest in a particular way. Generally speaking