Education Centre

When someone you love names you as the executor of their estate, it can feel like an act of trust....

Only 36 percent of women business owners have a detailed transition plan in place, compared to 43 percent of men....

In most partnerships, dividing responsibilities comes naturally, but when it comes to household finances, far too often one partner takes the reins while the other quietly steps back....

The loss of a loved one can feel particularly cruel. While grief clouds the mind, making even simple decisions feel heavier than usual, it often marks the start of complex financial responsibilities that demand mental clarity....

The Through Line: In 2025, we saw a swarm of trends, concerns and surprises – many of which will follow us into the new year. Some of the themes rhymed with prior periods, while others permanently bent the arc of specific trajectories. Investors may...

Many people think of estate planning in terms of traditional assets like investment portfolios, homes, artwork, vehicles and the family cottage. But as our lives become increasingly digitized, it’s important to include online assets, too....

When someone mentions the term “blended families,” an image of The Brady Bunch may flash through the average person’s head. However, the reality is never that straightforward, and neither is building an estate plan for a blended family....

Many Canadians appreciate the benefits and joys of owning a cottage, cabin or chalet (“vacation property”), and wish to pass the ownership and enjoyment to the next generation....

If there’s one misunderstood part of the estate planning process, it’s probate – a term most people have likely heard but don’t know much about. And for good reason: Not every Will goes through the probate process....

Most families understand the importance of having a Will – even if many put off creating one – but few ascribe the same weight to drafting a power of attorney (POA)....