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Article

Prepare for the unexpected

…of your latest account statement(s) in your information package. Estate documents Include a copy of your will, living will, power of attorney, and other estate documents. Indicate the location of…

5 min read
Article

Estate planning explained

Estate planning involves identifying who you want to give your assets to and when (during your lifetime, at death or sometime after death). Your estate plan may also include: Ways…

1 min read
Article

Information by province and territory

The rules relating to wills, powers of attorney and the settlement of an estate are set provincially. While much of the information on this site is general in nature, any specific rules mentioned…

1 min read
Learning Path

Real estate

Buying a home is a way to invest your money and diversify your portfolio….

Article

How annuities work

…you die, and no money will go to your estate. You may choose to add an option that allows your spouse, beneficiary, or estate to continue to receive your payments…

8 min read
Article

How the stock market works

…words, people make investments in the expectation that their money will increase in value. Many investments, though not all, involve the stock market. Real estate is an example of a…

4 min read
Article

Income trusts

…of income trusts available to investors. 4 types of income trust Royalty trust – companies related to energy products Real Estate Investment Trust (REIT) – companies that own or operate…

1 min read
Article

Financial steps for getting ready for retirement

…die without a valid will, a court will appoint someone to administer your estate and distribute the assets according to a formula set out in provincial estate and family laws….

8 min read
Showing results 21-30 of 192