All Estate Planning Resources

Shielding Your Home Against Title Fraud

infographic about protecting your home against title fraud

You can click the image below to download a PDF copy.

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The Impact of Various Beneficiary Designations on Your Estate

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You’ve worked hard to build your savings in your TFSA and RRSP. You’ve likely even taken the important step of creating a will. You might feel your estate plan is complete. But what if a simple, often...

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The Pitfalls of Joint Bank Accounts in Estate Planning

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Do you hold a joint bank account with a parent? This is a common practice, often suggested to facilitate managing their money in times of incapacity or death. While this approach is convenient, these...

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How You Can Use Segregated Funds to Mimic a Family Trust

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As you look to achieve peace of mind and minimize financial worries, you will want to consider how to control your assets after your life, in order to provide a secure future for the people you care a...

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Seven Estate Planning Steps to Ensure a Smooth Transition for Your Family

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Estate planning, often seen as a complex puzzle, is your way of ensuring your loved ones are financially secure long after you're gone. We will guide you through the essential steps, from evaluating y...

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