Real Estate

Navigating with intent: how and why financial planning works

In this blog we share how the financial planning process works and highlight six key areas an effective plan should focus on. Whether it’s planning for retirement, the purchase of a recreational property, or saving for a child’s post-secondary education, a comprehensive financial plan can help you achieve what matters the most in your life. 

More than memories: tax considerations in cottage succession planning

Whether you call it a cottage, cabin or chalet, these treasured family retreats are much more than a piece of real estate. In this article, we explore different avenues that a family can take when they are faced with the decision to sell their cottage or keep it for the next generation.

Executorship - "Smoothifying" the Process

In our latest blog, Danica provides a summary of the full life cycle of an estate and the duties of an executor.

Selling US Real Estate

Given the decline of the Canadian dollar and rebound of U.S. real estate prices over the last few years, you may be reconsidering your U.S. real estate investment. We partnered with Moodys Gartner Tax Law on this blog on what important considerations before selling your U.S. real estate property.