Legacy planning

Looking to leave a legacy for your loved ones? There are many factors to consider, so we’ve put together some of our most frequently asked questions on the topic to help you get started. 

What does an executor do? When completing your will, you will need to name an executor. They will be responsible for making decisions on your behalf after you pass away....
What are the common myths of estate planning? Four common estate planning myths (and why they're not true) Sometimes, it just seems easier to put off life and legacy planning for another day....
What is planned giving? Many Canadians want to leave a legacy, which they can do with planned giving. This allows you to donate to charity in a way that...
Can insurance be an asset class? The strategic use of life insurance as part of your overall financial strategy may help you achieve your goals and objectives. Permanent life insurance, as...
What do I need to consider when writing my will? There are a lot of factors to be taken into consideration when creating a will and it involves some serious decision-making. It’s important to understand...
What is a family trust? Family trusts are a valuable estate planning and wealth management tool. Families and individuals often utilize these trusts to ensure that wealth is passed to...
Why is an estate plan important? Why document organization is important for your estate plan Planning your legacy can be complex. It’s important to look at all the different factors including...
What is an immediate financing arrangement (IFA)? An Immediate Financing Arrangement (IFA) is a strategy used mainly by high-net-worth individuals and businesses. An IFA offers the benefits of permanent life insurance and...
How do you transfer a family business? Successfully transferring a family business over to the next generation involves a lot of big decisions for both the current and new owners. Understanding the...