Wealth, Health & Kids
When Thinking About Where To Give, Let’s Think Local, Too
Reading Time: < 1 minuteThis Giving Tuesday, let’s embrace the spirit of philanthropy by thinking locally—Canada’s communities need our support now more than ever….
As Climate Risk Mounts, Is It Time for Canadian Snowbirds To Pick a New Roost?
Reading Time: < 1 minuteFlorida has long been a favourite winter retreat for Canadians, but recent hurricanes are causing many to reconsider their investment in the Sunshine State….
The Challenge of Dying Digitally
Reading Time: < 1 minute‘Dying digitally’ can become extremely complicated for your loved ones if you do not account for it in your estate planning….
Why the CPP matters—and when you should take it
Reading Time: < 1 minuteThe Canada Pension Plan is an important consideration for anyone planning for retirement, regardless of their wealth. For high-net-worth individuals, while the CPP might seem small compared to other income sources, it offers stability and inflation-indexed benefits….
Six Habits of Highly Successful Retirees: A Guide to Preparing for a Sound Financial Future
Reading Time: < 1 minuteIn our view, the process of retirement planning should involve a greater depth of thought and breadth of preparation than simply asking “When?” and “How much?”. This guide distills our thinking about how best to prepare for a sound financial future in later life….