7 important tips to avoid your legacy becoming a mystery
If you want your loved ones not to be left in the dark if something happens to you, having a will is no longer enough today.
Blogs
Are wealth planners ready for the next evolutionary step?
The wealth planning landscape is constantly evolving. Clients today have more complex portfolios and higher service expectations, and as a result, the changing role of the adviser is creating new opportunities to provide a differentiated service.
How do you gain a 360° view of everything a client leaves behind?
You have spent years building a relationship of trust, but your client suddenly passes away or becomes unable to make decisions. In an instant, the dynamic of your relationship shifts completely. Where conversations once focused on strategy, returns, and long-term planning, the ability to act quickly with family members or heirs suddenly becomes critical. It is precisely at that moment that the absence of clarity turns into chaos.
Two Countries, One Life: Why Canadian Snowbirds Need a Cross-Border Legacy Plan
Yes many Canadian snowbirds are still heading south for the winter in 2025-2026, though lower numbers than previous years due to political, economic and new stricter US border security regulations. While some are opting for alternative, warmer destinations, thousands still travel to the US for their established homes, friends, and the climate.
From Shoebox Chaos to Tax Boss
It’s time for the annual obligation: you need to file your taxes again. For many, it’s a time-consuming task they dread. Even if you have your tax return prepared by an external advisor, in most cases it still takes hours. How could it be easier? Keep reading:
