Month: December 2024
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Maximizing the Benefit of Philanthropic Giving For high-net-worth and ultra-high-net-worth families, leaving a lasting legacy through philanthropy is very often a central priority that spans multiple generations. Why not a foundation? Setting up and maintaining a charitable foundation is, from an administrative perspective, is very much like creating and maintaining a business. The legal and…
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Understanding Investment Fees Building wealth is essential when trying to reach important financial goals, be it funding a child’s education, buying a home or enjoying a comfortable and meaningful retirement. Working with an investment advisor is often a good way to save more money, achieve greater tax efficiency and grow long-term wealth through investing. However,…
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Getting Financially Fit for Your Newborn’s Arrival Having a child is an exciting time in life. Before the baby arrives, it’s useful to think about your finances, since raising a child can be both incredibly rewarding and very expensive. While each family is different and costs will vary, the average Canadian family spends almost $300,000…