What is a Trusted Contact Person
We aim to protect the older and the vulnerable clients from financial exploitation and diminishing mental capacity. As the new year begins, there’s no better time…
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12 Days of Wealthmas Wrap Up
Did you see our 12 Days of Wealthmas series on Social Media?
What You Need to Know About Charitable Gifting
As the holiday season nears, many Canadians will make the bulk of their charitable donations for the calendar year. While many of us may not have…
Inheritance Planning
John and Mary have worked hard to build a successful business. A business that John hoped he would pass down to one of his three…
Digital Assets & Estate Planning
More than ever, we are living our lives online – from multiple social media accounts to passwords and banking information. And as our digital footprints grow,…
Planning Tips for Your Will
It is the Edmonton Community Foundation’s annual Will’s Week! Our aim, as always, is to Help You Succeed through every stage of your life. The following…
Cover All Bases in Your Will
When giving thought to all of the different considerations in an Estate Plan (Will, Enduring Power of Attorney & Personal Directive)Â there are some rather unique…