Category: Estate Planning

Aug 09 2017

Dying in Ontario is Now More Complicated

Dying in Ontario is Now More Complicated Ontario enacted new regulations to the estate settlement process on January 1, 2015. What this means is that now there’s more red tape and delays settling an estate. It’s also more work and responsibility for the executor who implements the wishes of the testator. What Major Changes Have Been Implemented Enhanced compliance …

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May 29 2017

Good Estate Planning Articles

Good Estate Planning Articles Estate Planning : It’s about more than who gets your castle! Below is a collection of what I consider good educational articles about estate planning. Estate Planning: When There Isn’t a Will… What is the Way? Creating a will can be an emotional experience, however not having one can cause greater …

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Jun 04 2014

Portfolio Insurance for Estate Planning

Portfolio Insurance for Estate Planning Investments When you invest in the stock or bond market, your are planning for a gain but there is also the possibility of loss. If your investment objective is to protect the capital and potentially pass the proceeds on to your beneficiary after your death, you may want to consider segregated funds. Segregated funds, offered by …

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Jun 05 2013

The Value of Financial Planning Study

The Value of Financial Planning Study I am a member of the Financial Planning Standards Council (FPSC®).  It develops, promotes and enforces professional standards in financial planning through the Certified Financial Planner®/CFP® certification, and raises Canadians’ awareness of the importance of financial planning. FPSC’s vision is to see Canadians improve their lives by engaging in financial planning. A study …

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