Wealth Stewards

With today being the corporate tax filing deadline date, it is important to ensure your returns are completed accurately and on time. However, this is also an opportunity to assess your broader financial plan by reviewing your T2 and gathering insights that can guide you on future planning decisions. Below are 3 considerations to think about when filing your corporate taxes to help position your business and personal finances for the future.

Are you getting ready to work on your estate plan? In this video Akua Carmichael, VP, Estate Planning Services at Estate Stewards, shares 7 dos and don'ts to consider when it comes to estate planning. Watch here: https://youtu.be/yXPk4UHC658

Estate Planning Dos and Don'ts In this video we're joined by Akua Carmichael, VP, Estate Planning ...

As we head into the weekend, this Sunday we take the time to recognize and celebrate fathers, grandfathers, and father figures. The foundation fathers build has a lasting impact, shaping family values today and guiding them well into the future. We extend our appreciation to all of the fathers in our workplace and are grateful to those we are also fortunate to serve. Wishing all fathers a Happy Father's Day!

Estate planning is a necessary component of a quality financial plan. Being aware of some important considerations can help keep you on track during your planning process. Read about some general estate planning dos and don'ts here: https://www.wealthstewards.ca/resources/articles-videos-podcasts/ep-dos-and-donts

Estate Planning Dos and Don'ts - Wealth Stewards Estate planning is a necessary component of a quality financial plan. While putting the right plan in place can feel daunting, it does not have to be. Below are some general estate planning dos and don’ts to help keep you on track.Do have a plan in placeThere is an old saying: “If you fail to pl...

Transferring a family business to the next generation is a significant milestone that requires careful planning and consideration. To ensure a smooth and successful transition, it's important to address several key factors.

Read more below about some essential considerations when transferring a family business.

Successful wealth transfer starts with thoughtful financial and estate planning. For individuals and families, planning in a tax-efficient and intentional way can help reduce unnecessary tax erosion, avoid delays, and minimize the risk of family conflict. Swipe through to explore 5 key considerations when preparing your wealth transfer plan.

A family meeting can be a valuable part of the estate planning process. It creates an opportunity to clearly communicate your goals while also understanding the expectations of your loved ones. Having this discussion early can help prevent misunderstandings and support a smoother, more thoughtful implementation of your wishes. Read more below.

Today we take a moment to recognize the women who've shaped our lives, lead with purpose, upheld strong values and have built lasting legacies. We extend our appreciation to all of the mothers we work with in our workplace and those we are also fortunate to serve. To all mothers, we wish you a very Happy Mother's day!

Financial and estate planning are closely connected, yet they are often addressed separately. In this video, https://youtu.be/8m7eE_DEaAE, Akua Carmichael, LL.B, J.D., TEP, our VP of Estate Planning and Services at Estate Stewards, explains that integrating your estate plan within your financial plan can help ensure you and your loved ones’ needs are being met, all while aligning with your goals and desires. Watch to learn more!

Wealth Stewards Inc. Integrating Estate Planning Into Your Financial Plan with Akua Carmichael

The tax deadline on April 30 is fast approaching! Preparing your documents and filing on time will help you avoid any penalties, but most importantly, give you an opportunity to assess your tax strategy.

A well-coordinated approach can help optimize your income, strengthen the structures that preserve your wealth, and ensure your CPA and advisory team are aligned in supporting your financial goals.

A thoughtful review today can help set the foundation for a prosperous future.