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The Importance of a Will

Far too often people are of the opinion a Will is not required. This could not be further from reality. Wills can distribute your property, name an executor, name guardians for children, forgive debts and more. Having a will also means that you, rather than your province's or state's laws, decide who gets your property [...]

By |August 2nd, 2018|Miscellaneous|Comments Off on The Importance of a Will

Messing with the “Canada Revenue Agency”

Okay. Not really the Canada Revenue Agency (CRA) hence the quotation marks. I strongly suspect most people have received some (several) scam calls. The scam might differ but the end game is the same. I share my recent experiences because I want to warn as many people as possible not to fall for these con [...]

By |July 17th, 2018|Miscellaneous|Comments Off on Messing with the “Canada Revenue Agency”

The Importance of a Power of Attorney

A Power of Attorney for Property and a Power of Attorney for Personal Care are critical documents yet so many people never put them in place. This article touches upon their importance and why they should be kept current.   I strongly suspect you have heard or read about an individual who is no longer [...]

By |July 9th, 2018|Miscellaneous|Comments Off on The Importance of a Power of Attorney

Offering Hope to Those Less Fortunate

“You have not lived today until you have done something for someone who can never repay you.” - John Bunyan   My articles typically revolve around investing money to create more wealth. Today’s article, however, touches upon the meaningful ways of sharing the wealth you create with those less fortunate. I share my family’s story [...]

By |June 14th, 2018|Miscellaneous|Comments Off on Offering Hope to Those Less Fortunate

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