by Scott Nelson | Apr 13, 2026 | Estate Planning, Financial Advisors, Financial Planning
An unprecedented shift is occurring in the Canadian financial landscape. Over the next two decades, an estimated $1 trillion will transition from Baby Boomers to Gen X and Millennials. This “Great Wealth Transfer” represents the largest intergenerational...
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...
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...
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...
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...
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