Resources - Wealth

Wealth Themes provides timely articles on a variety of wealth planning topics. This month we feature articles that focus on planning strategies for your wealth management plan and what might be included in the 2023 Federal budget.

This is a helpful resource summarizing important tax, retirement and estate planning information.

Financial Resolutions for 2023

Communication is essential in any relationship, and that includes being able to talk about money. In a BMO Financial Group study,1 Canadians cited conflicts over finances (68 per cent) as the primary reason why a couple might divorce; ahead of infidelity (60 per cent) and disagreements about family (36 per cent). Money has the potential to be a source of tension and conflict for any couple, regardless of their net worth. This article provides some suggestions to help you and your partner have more meaningful discussions around money.

Protecting Baby Boomers from Increasing Risk