Topic

Estate planning

Estate Preservation Through Charitable Giving

May 17, 2018 12:30:00 PM / by Kusum Sen

Good estate planning goes far beyond deciding who gets what; it speaks to the passion of giving and sharing. Whether your passion is to provide for those in need, or to create a scholarship or even to preserve Canada’s natural habitat, it can define your life and your legacy. Success can be measured more than material possessions; it can be about making a difference.

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Estate Planning for the Young at Heart

Sep 13, 2017 9:54:18 AM / by Orlando Ali

For many people, the notion of estate planning is not very exciting. But take a closer look at the subject and you'll see that it's actually about keeping as much as possible of your wealth for your loved-ones. Whether you're starting out in a new career, raising a young family, saving for a child's education or looking forward to an imminent retirement, it's never too late to think about estate planning. In fact, it's empowering, liberating and keeps you young.

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Helping Your Parents Create a Legacy for You

Apr 18, 2017 2:15:13 PM / by Orlando Ali

A key benefit of having a professional financial services advisor is that we are educated and experienced in innovatively solving our clients' financial challenges. Oftentimes, I'm presented with situations that require all of my skills to find the best solutions for my clients, and recently one such situation presented itself.

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