Understanding Probate: What you need to know.
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Probate is an administrative process, involving an application to court,
to prove the validity of a will and the executor’s power to act pursuant
to that will.
Retirement & Estate Planning
The Advantaged Investor: Helping Mom and Dad Transition to Assisted Living or Retirement Facilities - (Episode 103)
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Listen to our podcast with Neela White.
Retirement & Estate Planning
The Family Cottage
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What to consider in your succession plan for the Family cottage.
Retirement & Estate Planning
Insurance solutions to help build and protect your wealth
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During the process of financial planning, discussions will revolve around investments, savings, and retirement accounts.
Life Events, Lifestyle & Technology
Financial Planning Myths
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Check out our latest Client Insights webinar!
Retirement & Estate Planning
Preparing for Retirement | Non-Financial Retirement Planning
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Listen to our podcast with Susan Latremoille.
Retirement & Estate Planning
Q&A Follow-Up: Planning for the Administration of Your Estate
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Watch our latest Client Insights webinar.
Retirement & Estate Planning
Planning for the Administration of Your Estate
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Watch our latest Client Insights webinar.
Retirement & Estate Planning
Estate Planning for Blended Families
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The number of blended families in Canada is on the rise. Blended families
are those in which one or both spouses bring with them children from a
previous relationship.
Retirement & Estate Planning
In the Blender – Estate Planning for Blended Families
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All families are complicated, but blended families, where one or both spouses bring with them children from a previous relationship, can be more complicated than most.
Retirement & Estate Planning
Failure to Launch: Adult Dependents and their Estate Rights
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In Canada, individuals are generally allowed to leave their estates to whomever they wish, with some exceptions.
Retirement & Estate Planning
