Estate Planning

Stress Testing/Revisiting A Will & Estate Planning After COVID

More than half of Canadians have taken the proactive step of putting a will in place – but for some, their experiences during the...

Sweet Hereafter – Who Will Care for Your Pet?

For many Canadians, a dog, cat or rabbit is not just a pet – it’s your companion and a beloved family member. So naturally,...

Golden Years: How to Help Your Parents

In Kelley’s latest book, Talk Money to Me, published by Simon & Schuster, she shares her Dos and Don’ts Checklist for smart eldercare planning....

Family Plot—How the Rich Handle Money

For those who haven’t tuned in yet, I recommended watching the award-winning tv series Succession. Now in season two and picked up for a...

Ms. Bezos Gives Big. Should You?

“A disproportionate amount of money to share,” is how Mackenzie Bezos describes her financial situation of some $37 billion in a letter to The...

Dearly Beloved, Welcome to the Digital Afterlife

It takes 26 hours for the average person to report a lost wallet and 68 minutes for a lost phone. Now imagine what would happen if...

The Giving Tree

“This year I am proudly supporting Super Charity, I hope you will consider sponsoring me in support of my effort.” We’ve all received similar...

How to Pass Your Business to Your Kids

It pays to think ahead as succession is something that can really sneak up on a business leader. Planning well in advance of when...

How to Hire the Right Wealth Manager for You

Newsflash! Almost anyone in Canada can market herself as a “financial advisor”. This puts the onus on you, the investor, to ask the right...