Talking to Your Parents About Their Estate Plans

August 20, 2026

It's not about the money. It's about the people you love.

There's a conversation most families know they should have but keep putting off.

It's not about politics. It's not about old family disagreements.

It's about what happens next. What your parents want. What they've planned for. And what they haven't.

We call it "the talk “and it's one of the most important conversations you'll ever have.

August 18, 2026

The tax bill your family might not see coming and why planning matters now.

For many Canadian families, the cottage isn't just a property. It's where kids learned to canoe, where anniversaries were celebrated, where generations have gathered to make memories.

But here's something most cottage owners don't realize until it's too late: the CRA doesn't see memories. It sees market value.

August 17, 2026

Financial planning is often treated as something reserved for people who are already wealthy, nearing retirement, or dealing with complex finances. In reality, most people would benefit from it, yet many never start because it feels intimidating or unclear where to begin.

August 12, 2026

As my family and I get ready to head out for a summer vacation, something came to mind that I’ve talked about with clients many times over the years.

August 11, 2026

Because the best financial plans are built on honest conversations.

There's something magical about the family cottage. The creaky dock, the smell of pine, the sound of laughter echoing across the water - these places hold more than memories. They hold pieces of who we are as a family.

But here's a question many families avoid:

What happens to the cottage when you're gone?

Jul 29, 2026

This article looks at what it actually takes to arrive at your own retirement number, moving beyond generic benchmarks toward something tailored to your real circumstances.

July 23, 2026

While summer is in full swing, fall has a way of arriving quickly and often with added expenses.

July 17, 2026

Market headlines can be hard to ignore, especially during periods of volatility. It’s natural to feel unsettled when markets move up and down.

July 14, 2026

After three consecutive years of strong stock market performance, it's understandable that many investors are questioning the need for diversification.

July 10, 2026

Summer is meant to be enjoyed, with a little planning, you can make the most of the season without putting pressure on your finances.

July 2, 2026

As we reach the halfway point of the year, July can be a valuable opportunity to pause and reflect on your financial progress.

June 25, 2026

June is Seniors Month in Canada, a meaningful opportunity to honour the people who raised us, supported us, and shaped who we are today.