Charitable Gifting
WEALTH MANAGEMENT RESOURCE Charitable Gifting While many of us may not have the cash resources for charitable gifting, we may have investment assets that could be used instead of an outright cash gift. The following provides some helpful information if you are...
Long Term Care Insurance – Explained
WEALTH MANAGEMENT RESOURCE Long Term Care Insurance Explained Executive Summary Our population is getting older, and the life expectancy in this country continues to grow. Today, 65-year-old Canadians live on average to age 87 (men) and 89 (women). As people age,...
RESP Withdrawal
WEALTH MANAGEMENT RESOURCE RESP Withdrawal So, you’ve saved for your child’s education within a Registered Education Savings Plan (RESP), hoping that they will pursue post-secondary education one day. Congratulations! They are enrolled! For all these years, your...
Executor of a Will
WEALTH MANAGEMENT RESOURCE Executor Responsibilities So, you’ve been chosen to be the Executor of someone’s Will – maybe a loved one or maybe a friend. Cause for congratulations, perhaps? It is an honour to be asked, however, the responsibilities of an Executor are...
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