Article

Articles & Market Memos

Everything You Need to Know About Segregated Funds and Creditor Protection

What Are Segregated Funds? Segregated funds are an insurance product offered by insurance companies and registered with the Canadian...

The Dangers of Private Mortgage Lending in Canada

What is private mortgage lending? Private mortgage lending in Canada refers to borrowing money from private persons or companies as...

How To Minimize Probate Fees

This article will highlight different options, ideas, and strategies to minimize potential future probate fees and review what a living...

What is an Individual Pension Plan (IPP) and do I need it?

An Individual Pension Plan (IPP) is a defined benefit pension plan that is designed and managed for the exclusive benefit of a single...

Estate Planning: Everything You Need To Know

Estate planning is the process of organizing the distribution of a person's assets after death. Typically, this involves drafting a will...

Do you need a Prenuptial Agreement? And how to have the conversation about a prenup.

A prenuptial agreement, otherwise known as a marriage contract in Ontario, could be a sensitive subject. Though here is what you need to...