Someday, a relative or a close friend may ask you to serve as the administrator of their estate (succession in Quebec). While this is an honour, it also involves significant responsibility.

It’s easy to put off making changes to your estate plan. After all, the plan doesn’t even take effect during your lifetime. But there are good reasons to regularly monitor your estate plan and make any adjustments now, not later.

Raising a child who has a disability requires a great deal of extra time to provide and arrange care. In addition, wealth planning issues are involved, but you can get help with financial matters.

With several financial deadlines and holiday planning, the first two or three weeks of December can be busy and challenging.

A previous blog focused on the fact that the first step in an estate plan is to take inventory of all your assets and note how they are owned. Now that you have ascertained that you are the personal owner of several assets, it’s important to determine the nature of that ownership.

In 2025, the Canadian Anti-Fraud Centre received more reports involving identity theft than any other type of fraud.

The Tax-Free Savings Account (TFSA) is often called the Swiss army knife of financial accounts since it can be used for so many different purposes. Also, A TFSA can meet the specific needs of different age groups.

When the recent Middle East conflict broke out, many investors wondered whether it would eventually affect their portfolios. Some global events don’t affect markets, while others trigger corrections or crashes.

Canada is the only G7 nation without an estate or inheritance tax, but the government still collects tax on Canadians’ estate assets, often at the top marginal rate.

With steep home prices, strict mortgage regulations and a high cost of living, today’s first-time home buyers face a major financial challenge. It’s no wonder so many turn to their parents for assistance.