Publications

For many families, getting kids to pitch in around the house – or convincing grandkids to look up from their phones – can feel like an uphill battle....

When you think of self-care, financial planning may not be the first thing that comes to mind. But it can be a vital part of your overall well-being. Like other self-care rituals, it’s easily neglected. ...

A Canadian entrepreneur, engineer and former Member of Parliament, Frank Baylis’ unique career bridges public policy, private enterprise and social equity....

What are the chances that you or someone in your family will fall victim to fraud? If you ask a cybersecurity expert, they’ll likely give you a grim reply: It’s not if, but when....

What happens when someone you love requires constant, lifelong support, long after you’re able to provide it?...

A smart tax plan doesn’t just maximize your registered accounts, it structures your finances in a way that optimizes every dollar you earn on the road to retirement – and beyond....

For business owners, succession planning is often focused on transition – the next chapter of your life. But there’s another side that’s just as critical: continuity....

You’ve likely spent decades saving and planning for retirement, but do you have a plan for how to tap into your hard-earned savings? Potentially not. Too many Canadians overlook this critical step in retirement planning: withdrawing savings......

Every generation experiences money-related challenges, but with soaring housing prices, mounting student debt and an unforgiving job market, many young Canadians are feeling the strain. The impacts of these financial headwinds could be spilling into...

This past year will be remembered as a roller coaster ride. Between increasing tariffs, falling interest rates, fluctuating economic growth, and the familiar estate planning and tax-related issues that always arise, there was plenty to keep us on our...