Our Views

The coronavirus pandemic has prompted a great deal of reflection among Canadian pre- and post-retirees on many things, including estate planning. With a little more time on your hands, now may be the ideal time to ‘stress test’ your estate plan to make sure its many components reflect your ... Keep Reading "Why it’s time to ‘stress test’ your estate plan" >

Family Day is always a time of reflection for me. It was eight years ago around this time of year that I lost my husband, far too early. It was a devastating time, both emotionally and also practically, as I dealt with the implications of his death on my financial future. I wrote about that... Keep Reading "Make Family Day more meaningful than a long weekend" >

  There comes a point when adult children should be asking certain questions of their parents to ensure that their financial affairs are in order. As parents age, achieving financial independence for retirement is a primary objective and effective planning should start well ahead of time. ... Keep Reading "How to talk to aging parents about their financial affairs" >