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A Lasting Legacy: How Life Insurance Can Preserve Your Family’s Wealth

A Lasting Legacy: How Life Insurance Can Preserve Your Family’s Wealth

by Jesse Reimer | Aug 20, 2025 | Estate Planning, Insurance, Taxes

For high-net-worth families, building a legacy is about more than just accumulating assets. It’s about ensuring the next generation can thrive, free from financial burdens and the stress of a complicated estate settlement. You’ve worked hard to provide for your loved...
Estate Planning for Business Owners: Succession Planning and Beyond

Estate Planning for Business Owners: Succession Planning and Beyond

by Arif Kanji, CFP, CLU | Feb 14, 2025 | Estate Planning, Taxes

For business owners, estate planning is more than just drafting a will—it’s about ensuring a seamless transition of leadership, protecting assets, and securing long-term financial stability for both the business and personal estate.  Without a well-structured...
Retirement Strategies for High-Net-Worth Individuals: Maximizing Your Golden Years

Retirement Strategies for High-Net-Worth Individuals: Maximizing Your Golden Years

by Scott Nelson | Jan 13, 2025 | Estate Planning, Retirement Planning

Retirement is often viewed as the golden years of life, a time to enjoy the fruits of your labour and pursue passions that may have been sidelined during your working years.  However, for high-net-worth individuals (HNWIs), retirement planning comes with its own...
Estate Planning Checklist in Canada: Your Guide

Estate Planning Checklist in Canada: Your Guide

by Arif Kanji, CFP, CLU | Oct 5, 2022 | Estate Planning

Estate planning doesn’t have to be an overwhelming experience. Mindfully planning what happens to your property and other assets after your death can empower your loved ones and have your intentions heard. Let’s go over what you need to know about estate planning in...

Recent Posts

  • Monthly Market Review September 2025
  • Inheritances, Buyouts, and Windfalls: What Happens Next?
  • Monthly Market Review August 2025
  • A Lasting Legacy: How Life Insurance Can Preserve Your Family’s Wealth
  • Monthly Market Review July 2025

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      • Meet the Team
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      • All Services
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