This quarter, our wealth planning focus was on important things to consider in preparing powers of attorney. We also heard from John Hock, Chief Investment Officer of Altrinsic Global Advisors for the International Equity Value Pool.

Scattered investments are troublesome to manage, and the lack of coordination can make it harder to reach your investment objectives. Here are five reasons you may want to consolidate your investments.

Of the G7 nations, Canada is the only one without an estate tax. But the federal government still has its ways of collecting tax when someone passes. There are ways to minimize the amount of tax payable by an estate. Here are some of the more common strategies.

You and your spouse have been putting it off but you decide it’s finally time to get your wills and estate planning in order. Here’s what you need to know.

Understanding your personal and charitable goals and objectives is the key to making sure your legacy plans are integrated with your overall planning.

Any investor at any age is only one injury, illness or medical condition away from having their nest egg at risk. Here’s how your insurance program can protect your nest egg and help you meet your needs.

Peter Pomponio, along with advisors and clients from Québec, helped raise $139,000 towards sport for the Montreal Children’s Hospital Foundation and an fMRI machine for the Montreal General Hospital.

As baby boomers head toward retirement, many will be faced with selling or transferring a family business. Are you prepared?

When a family member is struggling with a financial issue – perhaps your parents or in-laws, or an adult child – do you ever wonder if you can ask us for advice? The answer is yes.

Assante Abbotsford raised $41,500 in its 15th year as premier sponsor of the Big Brothers Big Sisters Golf for Kids’ Sake tournament.