As the coronavirus continues to spread, we are committed to keeping you up to date on its impact on the markets. Below, you’ll find insights into market developments as well as updates and advice to weather the storm. Find out more
Important #COVID19 market volatility perspective from one of our asset managers, BlackRock : This is not 2008 Market moves have been compounded by oil prices plunging more than 20% as an OPEC pact to stabilize prices unraveled. The virus shock’s impact will likely be large and sharp, but we believe investors should be level headed, take a long term perspective...
When an estate or gift is left to a child, it can be subject to a family property claim if the child later separates or divorces. But, there are ways to protect the inheritance, ensuring your child remains the sole beneficiary.
Whether you’re leaving a little or a lot, the key to protecting your loved ones is simple: just start.
Time in the market, not timing the market, is what builds wealth.
As a member of a blended family you need to pay careful attention to how your estate is structured to avoid inadvertently disinheriting your children.
As a business owner, having a well thought out tax and estate plan is key for financial success. Business owners sometimes say, “My business is not complex or big enough to warrant a tax and estate plan”. But quite often, this is not the case – a plan’s value is maximized when implemented before it is truly needed. Think about...
For many families, it is much more important to preserve the family cottage than any other asset. Those who want to leave the cottage to their children must plan for the tax consequences and disputes which may arise upon their death. The concepts here apply to any vacation property, including a ski chalet or condo.