Category
What is probate? A quick overview
We cover its what it is, how it works, its significance, and a few common misconceptions.
Read More
Free estate planning seminars
We are offering free estate planning seminars in Pincher Creek and Fort Macleod in September and October.
Read More
New reporting requirements for trusts in Canada
What you need to know about the changes that were made to the filing rules when Bill C-32 was enacted.
Read More
Could your money be doing more? Book a Free Portfolio Review
If you’ve ever had questions about your investment portfolio, you’re not alone. We can help.
Read More
Protect your family and your estate with an estate plan.
Proper estate planning can allow you to retain more of your assets, protect your estate and leave a legacy for your family.
Read More