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6 simple answers to make estate planning easy

6 simple answers to make estate planning easy

Start now to safeguard your lasting legacy. You’ve heard the classic saying, “Death and taxes…” Nobody likes to discuss either, but these are two certainties in life. What’s also true is that the more we plan for both, the better off we are. We accumulate personal possessions, financial assets and even real estate over the […]

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winter vacation planning snowbirds

Winter vacation planning for snowbirds

White stuff on the ground already? In the blink of an eye, fall is gone and winter sets in. And with the changing of the seasons, we also see another type of migration — Canadian “snowbirds” flocking to the south. Here are some quick tips to help with your winter vacation planning. Snowbirds are among over half […]

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Be aware of the types of abuse that can affect older Canadians

World Elder Abuse Awareness Day

Seniors make up the fastest growing demographic in Canada. With greater numbers than ever reaching their golden years, it’s more important than ever to be aware of the types of abuse that can affect older Canadians. On June 15, we recognize this important issue with World Elder Abuse Awareness Day (WEAAD). Elder abuse can take […]

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March is Fraud Prevention Month

March is Fraud Prevention Month

We’ve all heard the stories of victims falling prey to all types of scams, from online fraud to fake lottery claims to identity theft. Victims of scams and fraud can be anyone, even you. Scammers target innocent people of all ages, backgrounds and locations. Sadly, people who fall victim to these scams lose thousands of dollars […]

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It doesn't have to be tax season to receive fraudulent requests that impersonate the Canada Revenue Agency.

Protect Yourself from Fraudulent Canada Revenue Agency Scams

It doesn’t have to be tax season to receive fraudulent requests that impersonate the Canada Revenue Agency. Because the Canada Revenue Agency (CRA) has information on all Canadian taxpayers, fraudsters try to impersonate the CRA to trick you into revealing your personal and private information. In addition, fraudsters will impersonate CRA to falsely demand tax […]

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