Creating an effective financial plan takes thought and careful preparation. Once your plan is complete, and the steps towards your goals are set in motion, it’s tempting to check the ...

For many Canadians, making Aliyah—immigrating to Israel—is a significant life decision rooted in cultural, religious, or personal reasons. However, it’s also a complex financial transition that requires a thorough understanding ...

Small business owners have a lot on their plates. A smaller team means in many cases that the owners have to wear multiple hats, playing several different roles at once. ...

Running a family business isn’t just about today—it’s about building something that lasts for generations. That’s where estate planning comes in. It’s not just about legal documents and tax strategies; ...

Ontario’s estate laws have significantly changed in the last few years, making it much more important to review your will after serious life events like a re-marriage or separation.   While ...

Earlier this year, the Canada Revenue Agency (CRA) announced significant changes to trust reporting rules that introduced new filing obligations for many express trusts, including bare trusts. These new requirements ...

Life is full of unexpected events, and sometimes these can severely impact your ability to manage your financial responsibilities – especially if you own a business. This is where a ...

Succession planning is a critical yet often overlooked aspect of running a successful business, especially for entrepreneurs and family-owned enterprises. The intricacies of transitioning leadership and ownership require thoughtful consideration, ...

Creating multiple wills is a practice that has been associated with estate planning in Canada, particularly in provinces like Ontario for the last 20+ years.  The primary reason people create ...