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  • Barrie Office
    186 Bayfield St Barrie, ON L4M 3B5 T: 705.721.5919 F: 705.721.5707
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  • Elmvale Office
    42 Queen Street West Elmvale, ON L0L 1P0 T: 705.721.5919 F: 705.721.5707
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  • Midland Office
    699 Aberdeen Blvd. Suite 65C Midland, ON L4R 5P2 T: 705.245.5919 F: 705.721.5707
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Gifting or Donating as an Attorney for Property*
7/3/2025
In Canada, an attorney for property does not have an unrestricted right to make gifts or donations on behalf of the grantor.
Retirement & Estate Planning
The Value of Estate and Trust Planning
7/2/2025
Protect your family and your legacy.
Retirement & Estate Planning
Read
View
8 Steps to a Smoother Estate Transfer
6/17/2025
Preparation today secures tomorrow.
Retirement & Estate Planning
Client Story - Retirement in Focus
3/17/2025
The sale of a business opens multiple options in retirement.
Retirement & Estate Planning
Top 5 Reasons Why Estates Get Into Litigation – And How to Avoid Them
2/20/2025
Watch our latest Client Insights webinar.
Retirement & Estate Planning
Read
Using Trusts in Estate Planning
2/7/2025
A trust is a legal structure often used to provide someone with the benefit of an inheritance without giving them control over the inherited assets.
Retirement & Estate Planning
Read
Social Security, CPP and OAS: What happens when you have worked on both sides of the border
1/14/2025
Individuals who have worked and contributed into social security in both Canada and the U.S. can generally collect retirement benefits from both countries.
Retirement & Estate Planning
Read
Understanding Probate: What you need to know.
12/15/2024
Probate is an administrative process, involving an application to court, to prove the validity of a will and the executor’s power to act pursuant to that will.
Retirement & Estate Planning
The Advantaged Investor: Helping Mom and Dad Transition to Assisted Living or Retirement Facilities - (Episode 103)
9/25/2024
Listen to our podcast with Neela White.
Retirement & Estate Planning
Listen
The Family Cottage
9/19/2024
What to consider in your succession plan for the Family cottage.
Retirement & Estate Planning
Insurance solutions to help build and protect your wealth
5/24/2024
During the process of financial planning, discussions will revolve around investments, savings, and retirement accounts.
Life Events, Lifestyle & Technology
Financial Planning Myths
5/16/2024
Check out our latest Client Insights webinar!
Retirement & Estate Planning
Sophisticated wealth management
Always here for you
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  • Barrie Office 186 Bayfield St Barrie, ON L4M 3B5
  • T 705.721.5919
  • F 705.721.5707
  • Map & Directions
  • Map & Directions
  • Elmvale Office 42 Queen Street West Elmvale, ON L0L 1P0
  • T 705.721.5919
  • F 705.721.5707
  • Map & Directions
  • Map & Directions
  • Midland Office 699 Aberdeen Blvd. Suite 65C Midland, ON L4R 5P2
  • T 705.245.5919
  • F 705.721.5707
  • Map & Directions
  • Map & Directions
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