When appointing an executor for your estate, the person who first comes to mind won’t necessarily become your final choice....
Estate planning is all about protecting your loved ones by planning a smooth transfer of your assets to your heirs. It’s about giving you peace of mind...
Imagine an affluent couple whose wealth is self-made after decades of hard work and disciplined financial planning. They have a child who’s 18. Now, the couple is giving serious thought to the handing down of wealth....
A lack of communication between parents and children may be leaving inheritors are in the dark about their financial future and many benefactors risk not having their wishes carried out as planned....
For many people saving for retirement, their financial life often looks something like a portfolio that consists of traditional investments, generally fixed income and equities; estate planning involves drafting a will and naming an executor; or....
Timing can be everything, especially in investing, and the timing and size of deposits and withdrawals can also influence your investment outcomes....
In his Q1 update, Senior Director Portfolio Strategist, Wayne Gillespie, discusses the three investment themes behind the global economic recovery...
Canada’s Federal Government released its new budget for the year ahead providing key details on important Pandemic support programs and other details that can affect your finances....
In his Q1 update, Counsel’s Chief Investment Strategist, Rana Chauhan, reflects on the investment challenges of 2020, the companies that benefited from changing consumer behaviours, and the ones that were impacted....
Estate Planning: Transferring Your Estate reviews the final steps of estate planning regarding the actual transfer of your estate to your heirs and beneficiaries....
All
Special Reports and Newsletters
Wealth Management
Financial Planning
Investment Services
Retirement
Estate planning
Portfolio Management
July 2021
June 2021
May 2021
April 2021
March 2021
February 2021
January 2021
November 2020
October 2020
July 2020
June 2020
May 2020
April 2020
March 2020
February 2020
January 2020
October 2019
July 2019
April 2019
March 2019
January 2019
December 2018
September 2018
June 2018
April 2018
March 2018
February 2018
May 2017