by Investing with Purpose | Apr 1, 2019 | Blog, Charitable Gifting, Estate Planning, Family, Investment
How to Make the Best of Inheritance PlanningInheriting an unexpected, or even an anticipated, lump sum can fill you with mixed emotions – if your emotional attachment to the individual who has passed away was strong then you are likely to be grieving and the thought...
by Investing with Purpose | Jun 29, 2018 | Blog, Business Owners, Charitable Gifting, Corporate, Disability, Estate Planning, Family, Group Benefits, Health Benefits, Individuals, Investment, Life Insurance, Long Term Care, Pension Plan, Retirees, RRSP, Tax, Tax Free Savings Account, Travel Insurance
Working with a professional to help you make sense of your finances can be a wise move, but for this relationship to work effectively it is important that you understand what to expect from your financial advisor. What can your financial advisor help you...