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Are your loved ones prepared if something unexpected happens? Our Estate Information Guide is a simple, fill‑in‑the‑blank tool that helps you organize the most important details your family, executor, and advisors will need—all in one safe place. Whether you’re updating your estate plan or starting fresh, this guide helps you

A new year often brings fresh goals—fitness, family or maybe a little more balance. But here’s a goal you probably haven’t considered: planning to live to 100. It’s more attainable than many think. For healthy non-smokers, there’s nearly a one-in-five chance that one member of a married couple will reach

While many of us are unhappy about the high taxes we pay, one way to ease the burden is by fully using tax-advantaged accounts. Yet RRSP participation rates have declined over the past two decades, from 29.1 percent of taxpayers in 2000 to just 21.7 percent in 2022. The good

It is the end of an era: after 60 years at the helm, one of the world’s most closely watched investors has stepped down as CEO. Very few people stay in one role for six decades. For context, the median tenure with a single employer dropped to 3.9 years in

A recent Globe & Mail article highlighted an oft-overlooked estate planning risk: the lost will. In the case of Finsant Estate (2024),1 a will prepared in 2001 named the deceased’s grand-niece as the sole beneficiary. While the will could not be located, the assumed beneficiary asked the court to enforce

Despite rising living costs, the share of income spent on necessities has declined. In 1976, households spent about 43 percent of their income on shelter, food and clothing. Today, this has fallen to around 35 percent. What has risen is the share we pay to taxes. In 2025, the average