09/07/2026
Joyeuse fête du Travail ! Nous souhaitons à nos clients et à nos collègues une longue fin de semaine bien méritée.
Comprehensive Wealth Management Services
09/07/2026
Joyeuse fête du Travail ! Nous souhaitons à nos clients et à nos collègues une longue fin de semaine bien méritée.
08/24/2026
Explore the emotional complexities of passing down a cottage and discover strategies to help prevent family feuds and leave a harmonious legacy. https://bit.ly/3U67ian
08/21/2026
Explore how integrated, multi-generational philanthropic advice is helping families build strategies that strengthen both community and family bonds.
How wealthy families are rewriting their philanthropy playbooks
08/10/2026
Saving for your child’s education? Thoughtful education planning goes beyond simply setting money aside in an RESP — it's about optimizing how, when, and where those funds are structured to make the most of every opportunity. Questions? Send them our way.
08/07/2026
As we age, our physical health undergoes many changes. Older adults may also start to experience changes in their cognitive health. An important part of successful aging is keeping your brain active.
Learn how in Successful Aging: Tips for Keeping Your Body and Mind Sharp from Cleveland Clinic Canada, your experts in living well: https://cle.clinic/3U2m2Xv
To find out more about our strategic relationship with Cleveland Clinic Canada, reach out to me.
07/29/2026
Help avoid family disagreements over real estate and finances by appointing a person you trust as your attorney/mandatary for property.
What to know about appointing a power of attorney for property or mandatary for property
07/22/2026
The family cottage holds more than just memories — it holds the potential for family conflict if you haven’t decided who owns it next. Rising costs, geography, practicality; the reasons to pass on a property (or not) are deeply personal but they're worth discussing with family. Here are some thoughts to help start the conversation: https://bit.ly/4wVA0IS
06/21/2026
Happy Father's Day to the people guiding, supporting and believing in us. The way you show up every day makes all the difference.
06/14/2026
Achieving a successful exit requires an understanding of how buyers evaluate businesses and proper preparation.
06/12/2026
When it comes to keeping seniors safe from cyber crime, awareness is the starting point. Here’s what today’s most common scams look like – and the red flags you need to know.
Spotting Scams: Top 5 Threats Affecting Seniors - My Money Matters
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