In working with business owner clients and families of real estate wealth, we assist in identifying gaps and planning opportunities to...

For many Canadian families, cottages are a second home which hold unique emotional value for the family, reflecting special moments and...

We are living in momentous times today. While the world is complex and ever-evolving, we know that one thing remains the same – helping...

Two recent Ontario Court Decisions have Potentially Significant Implications on Beneficiary Designations We work hard throughout our...

In a previous article, we discussed Corporate-Owned Life Insurance (“COLI”) and how it can benefit your business and enhance your estate....

If you own shares in a private corporation you should be no stranger to a Unanimous Shareholders’ Agreement (“USA”). The USA document,...

So you run your own business, things have been going well, but the more your business grows, the more complex your tax issues become. One...

For reasons unknown to me, my wife thought that my articles about Estate Planning are not “exciting” (this is a euphemism) – thus, the...

You own your own business and you have incorporated. A wise decision as corporate structures can provide significant benefits, such as:...

There is a famous quote by Benjamin Franklin that nothing in life “can be said to be certain, except for Death and Taxes.” Although death...

Quite typically, life insurance is viewed as a pure risk management tool used to create liquidity in the event of death. In this...

In working with affluent families, one of the key questions I commonly hear is how to transfer wealth to their children and/or...

During these unique times of COVID-19 which have created uncertainty and significant stock market volatility, the famous military...