If you have an up-to-date will, our team congratulates you - as many Canadians do not. A will is a critical document, representing the foundation of an effective estate plan. But let's be clear: It is not in itself an estate plan. For one, a will only takes effect on death. A good estate plan, on the other hand...

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Buy-sell agreement vital for businesses

Estate planning is generally more complex if you are a business owner. Imagine if you (or your business partner) died suddenly. Who would inherit your shares? Who would take your place at the boardroom table? What would your dependants live on? A buy-sell agreement is a vital tool to help a business survive and continue to prosper if something should happen to an owner. What is a buy-sell agree...

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Tackle these 5 to-do's before you welcome your baby

No matter how prepared (or not) you are for parenthood, life will throw a number of punches your way. Emotional and physical issues (like lack of sleep) will soon top the list. So before you're preoccupied with bottles and boo-boos, here are five financial steps to tackle now. 1) Create a spending plan Baby's first year is usually the priciest and for many families, it's managed on a reduced in...

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