Many people can’t see how much income or savings they’ll need to make ends meet in retirement, but if someone can point them in the right direction, they might just hit the target.
One of Frances Stroh’s earliest lessons about wealth involved a game she
played as a 6-year-old with her father: how to not be kidnapped.
Recently BNN produced an informative three part interview series covering a range of important topics on the subject of estate planning. We have linked them below. Please take a listen and we hope you enjoy it.
As always, if a question arises or topic of interest presents itself please give us a call.
As part of our CALU association we have received a letter that has been sent by the Coalition for Small Business in regards to tax fairness and passive assets to the office of the Honourable Bill Morneau. Enjoy the letter furthering the concern for the proposed passive investment rules as the budget implementation is currently making its way through House.
On March 27, 2017 Peter Richards hosted an event about inter-generational wealth planning with the renowned speaker Dr. Tom Deans at the London Hunt and Country Club. Tom sat down with Peter before the event. Please listen to what Tom had to say.