Estate Planning: Spring Clean Your Registered Plan Beneficiary Designations

Estate Planning: Spring Clean Your Registered Plan Beneficiary Designations   The idea of spring cleaning often connotes a daunting task. However, it doesn’t have to be an all-consuming effort — even when it comes to your estate planning. Consider starting with a review of your registered plan beneficiary designations. When was the last time you […]

RECEIVE OUR MONTHLY MARKET UPDATE







Smart Risk Book

Book a Complimentary Consultation with Maili Wong, ranked one of Canada’s Top Wealth Advisors for two consecutive years or contact us to receive a complimentary signed copy of her best-selling book, Smart Risk: Invest Like the Wealthy to Achieve a Work-Optional Life.