Understanding Probate and Wills
An introduction to this important legal process.
The Pros & Cons of a Do-It-Yourself Will
We all know we need a will so that our affairs will be in order and our last wishes carried out once we have passed on. But did you know you have options when it comes to creating a will?
The value of naming a beneficiary
Reaching your goals
A goals-based approach targets financial planning to meet objectives throughout life.
Registered savings plans and your estate
Don't Have an Advisor?
Canadians who have an advisor are more likely to have a financial plan and be more confident about their money.