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    Suite 1000 - 1499 St Paul St Kelowna, BC V1Y 0L9 T: +1.250.979.2709 F: +1.250.979.2749
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The Cost of Cognitive Care in Canada
6/30/2026
As life expectancy continues to rise in Canada, people are living longer and more fulfilling lives.
Retirement & Estate Planning
Helping Your Child Buy Their First Home
6/18/2026
Helping a child buy a first home is a meaningful milestone.
Retirement & Estate Planning
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Watch Webinar
Women & Wealth - What Women Want from Money Conversations
5/26/2026
A presentation from our Planning Specialists. Watch our latest Client Insights webinar.
Retirement & Estate Planning
Why Early Planning for Brain Health Matters Now
5/8/2026
How cognitive change ripples through family finances.
Retirement & Estate Planning
Building Generational Wealth with Trusts - Strategies that lasts
2/20/2026
A Presentation from our Estate & Trust Solutions specialists. Watch our latest Client Insights webinar.
Retirement & Estate Planning
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The Parental Union That’s Reshaping Quebec Families
Families grow in all kinds of ways.
Retirement & Estate Planning
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How Much Do You Need to Retire in Canada? Rethinking the Retirement Number
Your guide to planning a fulfilling retirement with confidence.
Retirement & Estate Planning
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Registered Retirement Income Fund (RRIF) at a Glance
2/3/2026
You’ve worked hard to save for retirement and now it’s time to turn those savings into income.
Retirement & Estate Planning
10 Ways Tax Planning Can Improve Your Life
A lasting legacy doesn’t happen by accident.
Tax Planning
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Why September Is the Right Time to Talk About Life Insurance
9/2/2025
Is your insurance still working for your life, your goals, and your legacy?
Life Events, Lifestyle & Technology
Gifting or Donating as an Attorney for Property*
In Canada, an attorney for property does not have an unrestricted right to make gifts or donations on behalf of the grantor.
Retirement & Estate Planning
The Value of Estate and Trust Planning
Protect your family and your legacy.
Retirement & Estate Planning
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  • Suite 1000 - 1499 St Paul St Kelowna, BC V1Y 0L9
  • T: +1.250.979.2709
  • F: +1.250.979.2749
  • Map & Directions
  • Map & Directions

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