Elevate your wealth

When clients sit down to write out their estate goals, they almost unanimously want to ensure that their money is passed down to surviving family members as quickly as possible paying the least amount of tax possible. We also see a growing trend of clients wanting to transfer uneven distributions of their assets to certain […]

North American and global indices retreated in September, weighed down by growing concerns about a second wave of COVID cases worldwide and uncertainty surrounding a potential U.S. stimulus deal, but still ended the third quarter with solid gains. The TSX Composite posted an overall Q3 gain of 3.9% after declining 2.4% in September; the energy […]

When most people think about disability claims they think about broken bones and other physical injuries that usually heal with time, when some of the most common disability claims come from cancer, cardiac and mental health issues that do not go away.  Due to cost constraints many insurance plans will put emphasis on the first […]