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Don't make these seven mistakes when it comes to planning your estate. Care planning can help to minimize estate taxes and make it easier on your executor.

Reduce estate taxes with permanent life insurance that require no medical exams or health questions!

Use the D.R.E.A.M. approach to build a sustainable retirement income plan.

Learn how Brian and Krista generated non-taxable income during retirement from their non-registered investment account.

FollowMe is a great option for those people losing their health and dental plans heading into retirement.

Six steps to discuss wealth transfer with your adult children without disrupting family harmony. Get the convo going!

Does the thought of estate planning feel overwhelming and stressful? Are you looking to set up your estate in an easy, transparent, cost-eff

Are you considering adding your adult child onto the title of your home? Think again! Here are 10 things to think about first!

Working with your financial advisor's network of professionals brings a valuable perspective on your unique financial situation.

Thank you April for joining me to participate in the Greenfeld Interview Series. I am curious to learn more about the services your firm,...

Thinking about downsizing now that you are retired? Perhaps you have a “guest room” in your home that hasn’t seen an actual guest in years?

How Working with a Financial Planner helped Jim and Cindy meet their retirement goals! The roofer stepped off the extension ladder beside...

“I don’t know how I am ever going to save for my retirement” said Lesley to her best friend Kayla. “Ever since my injury at work, I worry...

You are in your late '50s and you children are adults. A financial review with your Investment Advisor will help you decide.

Jerry and Carol thought a vacation away together would solve all their problems. Recently it seemed that all they were doing was...

Investing in real estate can be an attractive and effective way to build wealth but it takes a lot of time and energy to manage the...

When his grandchildren are playing in the tree house or gathering for a holiday dinner in the home he has spent decades refurbishing,...

As Canadians, we love the outdoors. You’ll find us kayaking down a river, snowboarding down the local slopes and hiking the local...