This past week saw a member of our family pass away after a courageous battle with cancer. Fortunately, he was a person who insisted his finances and related affairs were in order to make the transition to his survivors a […]
Recently, we’ve had discussions with clients heading south to sanity in this wicked weather environment. Come winter, many “snowbirds” head south. If you plan to escape Canada for the winter, be certain your financial life is in order before you […]
We are now half way through the first month of 2019. Given the recent volatility in stocks and worries about the economy, predicting what the new year will bring is no easy task. But there are some steps you can […]