by Ryan Douglas | Jul 7, 2019 | Blog, Estate Planning, Family, Life Insurance
Having a family is a blessing and can also bring a lot of worry. A lot of this worry can stem from not being prepared for a disaster like if something were to happen to you or your spouse. We’ve put together an infographic checklist that can help you get started...
by Ryan Douglas | Jun 1, 2019 | Blog, Estate Planning, Family, Individuals, Retirees
An advisor can help you determine where you are today financially and where you want to go. An advisor can provide you guidance on how to reach your short, medium and long term financial goals.Why work with a Financial Advisor? Worry less about money and gain...
by Ryan Douglas | Apr 2, 2019 | Blog, Business Owners, Estate Planning
10 Essential Decisions for Business OwnersBusiness owners can be busy… they’re busy running a successful business, wearing lots of hats and making a ton of decisions. We’ve put together a list of 10 essential decisions for every business owner to consider.10...
by Ryan Douglas | Nov 30, 2018 | Blog, Estate Planning, Family, Individuals, pension plan, Retirees, RRSP
Now that we are nearing year end, it’s a good time to review your finances. 2018 saw a number of major changes to tax legislation come in force and more will apply in 2019, therefore you should consider available opportunities and planning strategies prior to...
by Ryan Douglas | Aug 3, 2018 | Blog, Charitable Gifting, Estate Planning, Family, Individuals
Leaving a legacyThere are so many options designed to help you to use a portion of your estate to benefit a good cause when you pass away. The estate planning process helps you to ensure that your estate is distributed as per your wishes and in the most tax efficient...
by Ryan Douglas | Aug 1, 2017 | Blog, Estate Planning, financial team
While the management of your finances is a personal and highly individualized area, it is equally important to recognize the benefits of recruiting a balanced team of individuals, including both financial professionals and loved ones, to support you in the ongoing and...