What are the duties of an executor of a will?

18 Jul 2022

Executors must make sure a will is executed just as the testator would have wanted and are tasked with many duties after a person dies. The executor role is important, and it can feel overwhelming, especially during an emotional time.

Who are Enduring Powers of Attorney & Personal Directives?

16 May 2022

In Canada, every province and territory has its own laws concerning specific provisions and restrictions relevant to Enduring Power of Attorneys and Personal Directives.

Why do I need a will?

09 May 2022

In this article we outline the basics of a will and encourage you to set up and maintain your will as situations in your life change.

Taking advantage of the 1% Prescribed Interest Rate before July 1, 2022

03 May 2022

Individuals can lock in the 1% prescribed rate if the loan begins by June 30 and enjoy this low rate throughout the duration of the loan without being affected by any future increases.

Making the most of your TFSA and RRSP

02 May 2022

Your ability to contribute to a TFSA and RRSP can change throughout your lifetime and depending on your life stage, withdrawals can have a significant impact on your taxes.

2022 Federal Budget Highlights

08 Apr 2022

The federal budget was released April 7th. Here are the highlights from an investment standpoint.