Financial Planning Insights

Expert guidance on divorce, inheritance, business sales, and career transitions. Stay informed with the latest tax changes and financial strategies for 2025.

221 Articles
Weekly Updates

Recent Articles(221 articles)

Sudden Wealth

Chrysler Acquisition: What Happens to Your Stock Options & RSUs

Expert insights on sudden wealth to help you navigate your financial transition.

2/10/2026
8 min
🏢
Business Sale

Chrysler Sold: Investment & Tax Planning Guide

Expert insights on business sale to help you navigate your financial transition.

2/10/2026
12 min
💼
Severance Planning

CTV Layoffs 2026: Your Complete Financial Guide

Expert insights on severance planning to help you navigate your financial transition.

2/10/2026
9 min
🏛️
Inheritance Planning

Family Day Estate Conversations: How to Talk About Inheritance

Expert insights on inheritance planning to help you navigate your financial transition.

2/10/2026
8 min
Sudden Wealth

Shopify Acquisition: What Happens to Your Stock Options & RSUs

Expert insights on sudden wealth to help you navigate your financial transition.

2/9/2026
8 min
🏢
Business Sale

Shopify Sold: Investment & Tax Planning Guide

Expert insights on business sale to help you navigate your financial transition.

2/9/2026
12 min
Sudden Wealth

Magna International Inc. Acquisition: What Happens to Your Stock Options & RSUs

Expert insights on sudden wealth to help you navigate your financial transition.

2/8/2026
8 min
🏢
Business Sale

Magna International Inc. Sold: Investment & Tax Planning Guide

Expert insights on business sale to help you navigate your financial transition.

2/8/2026
12 min
💼
Severance Planning

General Motors (GM) Layoffs 2026: Your Complete Financial Guide

Expert insights on severance planning to help you navigate your financial transition.

2/7/2026
9 min
💼
Severance Planning

Bell Canada Layoffs 2026: Your Complete Financial Guide

Expert insights on severance planning to help you navigate your financial transition.

2/7/2026
9 min
💼
Severance Planning

Amazon Layoffs 2026: Your Complete Financial Guide

Expert insights on severance planning to help you navigate your financial transition.

2/7/2026
9 min
💔
Divorce Planning

Valentine's Day Divorce: Financial Planning for Couples Considering Separation

Expert insights on divorce planning to help you navigate your financial transition.

2/7/2026
10 min
💼
Severance Planning

Brock University Layoffs 2026: Your Complete Financial Guide

Expert insights on severance planning to help you navigate your financial transition.

2/6/2026
9 min
💼
Severance Planning

Auto Sector Layoffs 2026: Your Complete Financial Guide

Expert insights on severance planning to help you navigate your financial transition.

2/5/2026
9 min
💼
Severance Planning

Algoma Steel Layoffs 2026: Your Complete Financial Guide

Expert insights on severance planning to help you navigate your financial transition.

2/5/2026
9 min
💼
Severance Planning

General Motors Layoffs 2026: Your Complete Financial Guide

Expert insights on severance planning to help you navigate your financial transition.

2/5/2026
9 min
💼
Severance Planning

Bell Media Layoffs 2026: Your Complete Financial Guide

Expert insights on severance planning to help you navigate your financial transition.

2/5/2026
9 min
🏛️
Inheritance Planning

Ontario Estate Administration Tax 2026: Complete Calculator Guide

Expert insights on inheritance planning to help you navigate your financial transition.

2/5/2026
8 min
💼
Severance Planning

UPS Layoffs 2026: Your Complete Financial Guide

Expert insights on severance planning to help you navigate your financial transition.

2/3/2026
9 min
💼
Severance Planning

GM Layoffs 2026: Your Complete Financial Guide

Expert insights on severance planning to help you navigate your financial transition.

2/3/2026
9 min
Retirement Planning

RRSP Deadline 2026: Last-Minute Tax Strategies

Expert insights on retirement planning to help you navigate your financial transition.

2/3/2026
8 min
💼
Severance Planning

AAFC Layoffs 2026: Your Complete Financial Guide

Expert insights on severance planning to help you navigate your financial transition.

2/1/2026
9 min
💼
Severance Planning

Canada's immigration Layoffs 2026: Your Complete Financial Guide

Expert insights on severance planning to help you navigate your financial transition.

2/1/2026
9 min
💼
Severance Planning

Shopify Layoffs 2026: Your Complete Financial Guide

Expert insights on severance planning to help you navigate your financial transition.

2/1/2026
9 min
💼
Severance Planning

ECMC Layoffs 2026: Your Complete Financial Guide

Expert insights on severance planning to help you navigate your financial transition.

1/31/2026
9 min
💼
Severance Planning

Federal Public Servants Layoffs 2026: Your Complete Financial Guide

Expert insights on severance planning to help you navigate your financial transition.

1/31/2026
9 min
💼
Severance Planning

Peel District School Board Layoffs 2026: Your Complete Financial Guide

Expert insights on severance planning to help you navigate your financial transition.

1/31/2026
9 min
💼
Severance Planning

General Motors Layoffs 2026: Your Complete Financial Guide

Expert insights on severance planning to help you navigate your financial transition.

1/31/2026
9 min
💼
Severance Planning

Immigration, Refugees and Citizenship Canada (IRCC) Layoffs 2026: Your Complete Financial Guide

Expert insights on severance planning to help you navigate your financial transition.

1/30/2026
9 min
💼
Severance Planning

GM Canada Layoffs 2026: Your Complete Financial Guide

Expert insights on severance planning to help you navigate your financial transition.

1/30/2026
9 min
💼
Severance Planning

GM Layoffs 2026: Your Complete Financial Guide

Expert insights on severance planning to help you navigate your financial transition.

1/30/2026
9 min
🏛️
Inheritance Planning

February Estate Planning: Spring Preparation Guide

Expert insights on inheritance planning to help you navigate your financial transition.

1/30/2026
8 min
🏢
Business Sale

TD Bank Sold: Investment & Tax Planning Guide

Expert insights on business sale to help you navigate your financial transition.

1/29/2026
12 min
💼
Severance Planning

Agriculture and Agri-Food Canada (AAFC) Layoffs 2026: Your Complete Financial Guide

Expert insights on severance planning to help you navigate your financial transition.

1/29/2026
9 min
💼
Severance Planning

Canada's immigration service Layoffs 2026: Your Complete Financial Guide

Expert insights on severance planning to help you navigate your financial transition.

1/29/2026
9 min
💼
Severance Planning

General Motors (GM) Layoffs 2026: Your Complete Financial Guide

Expert insights on severance planning to help you navigate your financial transition.

1/29/2026
9 min
💼
Severance Planning

Peel School Board Layoffs 2026: Your Complete Financial Guide

Expert insights on severance planning to help you navigate your financial transition.

1/29/2026
9 min
💼
Severance Planning

GM Oshawa Layoffs 2026: Your Complete Financial Guide

Expert insights on severance planning to help you navigate your financial transition.

1/29/2026
9 min
💼
Severance Planning

Amazon Layoffs 2026: Your Complete Financial Guide

Expert insights on severance planning to help you navigate your financial transition.

1/29/2026
9 min
🏢
Business Sale

Business Partnership Dissolution: Sale Strategies

Expert insights on business sale to help you navigate your financial transition.

1/29/2026
12 min
🏢
Business Sale

North American Construction Group Ltd. Sold: Investment & Tax Planning Guide

Expert insights on business sale to help you navigate your financial transition.

1/28/2026
12 min
💼
Severance Planning

GFL Environmental Layoffs 2026: Your Complete Financial Guide

Expert insights on severance planning to help you navigate your financial transition.

1/28/2026
9 min
💼
Severance Planning

Agriculture and Agri-Food Canada Layoffs 2026: Your Complete Financial Guide

Expert insights on severance planning to help you navigate your financial transition.

1/28/2026
9 min
Retirement Planning

Retirement Legacy Planning: Wealth Transfer Strategies

Expert insights on retirement planning to help you navigate your financial transition.

1/28/2026
8 min
🏢
Business Sale

Charm Sold: Investment & Tax Planning Guide

Expert insights on business sale to help you navigate your financial transition.

1/27/2026
12 min
🏢
Business Sale

Moncton Honda Sold: Investment & Tax Planning Guide

Expert insights on business sale to help you navigate your financial transition.

1/27/2026
12 min
🏢
Business Sale

LiveBarn Sold: Investment & Tax Planning Guide

Expert insights on business sale to help you navigate your financial transition.

1/27/2026
12 min
💼
Severance Planning

Canadian federal public service Layoffs 2026: Your Complete Financial Guide

Expert insights on severance planning to help you navigate your financial transition.

1/27/2026
9 min
💼
Severance Planning

Federal Public Service Layoffs 2026: Your Complete Financial Guide

Expert insights on severance planning to help you navigate your financial transition.

1/27/2026
9 min
💼
Severance Planning

federal agriculture centres Layoffs 2026: Your Complete Financial Guide

Expert insights on severance planning to help you navigate your financial transition.

1/27/2026
9 min
💔
Divorce Planning

Domestic Violence: Financial Safety Planning

Expert insights on divorce planning to help you navigate your financial transition.

1/27/2026
10 min
💼
Severance Planning

Canadian public service Layoffs 2026: Your Complete Financial Guide

Expert insights on severance planning to help you navigate your financial transition.

1/26/2026
9 min
💼
Severance Planning

Winter Seasonal Layoffs: Financial Planning Guide

Expert insights on severance planning to help you navigate your financial transition.

1/26/2026
9 min
🏢
Business Sale

Bank of America Corporation Sold: Investment & Tax Planning Guide

Expert insights on business sale to help you navigate your financial transition.

1/25/2026
12 min
🏢
Business Sale

The Descartes Systems Group Inc. Sold: Investment & Tax Planning Guide

Expert insights on business sale to help you navigate your financial transition.

1/25/2026
12 min
🏢
Business Sale

Bank of Nova Scotia (The) Sold: Investment & Tax Planning Guide

Expert insights on business sale to help you navigate your financial transition.

1/25/2026
12 min
🏢
Business Sale

AppLovin Corporation Sold: Investment & Tax Planning Guide

Expert insights on business sale to help you navigate your financial transition.

1/25/2026
12 min
🏢
Business Sale

Texas Instruments Incorporated Sold: Investment & Tax Planning Guide

Expert insights on business sale to help you navigate your financial transition.

1/25/2026
12 min
🏢
Business Sale

CIBC Sold: Investment & Tax Planning Guide

Expert insights on business sale to help you navigate your financial transition.

1/25/2026
12 min
🏛️
Inheritance Planning

Charitable Remainder Trusts: Advanced Planning

Expert insights on inheritance planning to help you navigate your financial transition.

1/25/2026
8 min
🏢
Business Sale

MTY Food Group Sold: Investment & Tax Planning Guide

Expert insights on business sale to help you navigate your financial transition.

1/24/2026
12 min
Sudden Wealth

Rogers Communications Acquisition: What Happens to Your Stock Options & RSUs

Expert insights on sudden wealth to help you navigate your financial transition.

1/24/2026
8 min
🏢
Business Sale

Rogers Communications Sold: Investment & Tax Planning Guide

Expert insights on business sale to help you navigate your financial transition.

1/24/2026
12 min
Sudden Wealth

Chrysler Acquisition: What Happens to Your Stock Options & RSUs

Expert insights on sudden wealth to help you navigate your financial transition.

1/24/2026
8 min
🏢
Business Sale

Chrysler Sold: Investment & Tax Planning Guide

Expert insights on business sale to help you navigate your financial transition.

1/24/2026
12 min
🏢
Business Sale

Healthcare Business: Regulatory Impact on Sale

Expert insights on business sale to help you navigate your financial transition.

1/24/2026
12 min
🏢
Business Sale

BMO Sold: Investment & Tax Planning Guide

Expert insights on business sale to help you navigate your financial transition.

1/23/2026
12 min
💼
Severance Planning

federal government Layoffs 2026: Your Complete Financial Guide

Expert insights on severance planning to help you navigate your financial transition.

1/23/2026
9 min
💼
Severance Planning

Health Canada Layoffs 2026: Your Complete Financial Guide

Expert insights on severance planning to help you navigate your financial transition.

1/23/2026
9 min
Retirement Planning

Retirement Bucket Strategy: Implementation Guide

Expert insights on retirement planning to help you navigate your financial transition.

1/23/2026
8 min
💼
Severance Planning

Shopify Layoffs 2026: Your Complete Financial Guide

Expert insights on severance planning to help you navigate your financial transition.

1/22/2026
9 min
💔
Divorce Planning

Collaborative Divorce: Cost-Benefit Analysis

Expert insights on divorce planning to help you navigate your financial transition.

1/22/2026
10 min
🏢
Business Sale

Bank Of Montreal Sold: Investment & Tax Planning Guide

Expert insights on business sale to help you navigate your financial transition.

1/21/2026
12 min
Sudden Wealth

Shopify Inc. Acquisition: What Happens to Your Stock Options & RSUs

Expert insights on sudden wealth to help you navigate your financial transition.

1/21/2026
8 min
Sudden Wealth

Rogers Communication, Inc. Acquisition: What Happens to Your Stock Options & RSUs

Expert insights on sudden wealth to help you navigate your financial transition.

1/21/2026
8 min
🏢
Business Sale

Rogers Communication, Inc. Sold: Investment & Tax Planning Guide

Expert insights on business sale to help you navigate your financial transition.

1/21/2026
12 min
🏢
Business Sale

365Talents Sold: Investment & Tax Planning Guide

Expert insights on business sale to help you navigate your financial transition.

1/21/2026
12 min
💼
Severance Planning

Startup Equity: Severance and Vesting Considerations

Expert insights on severance planning to help you navigate your financial transition.

1/21/2026
9 min
🏛️
Inheritance Planning

RRIF Withdrawal Strategies: 2026 Optimization Guide

Expert insights on inheritance planning to help you navigate your financial transition.

1/20/2026
8 min
🏢
Business Sale

Family Business: Multi-Generation Sale Considerations

Expert insights on business sale to help you navigate your financial transition.

1/19/2026
12 min
Retirement Planning

Retirement Community: Cost Planning and Selection

Expert insights on retirement planning to help you navigate your financial transition.

1/18/2026
8 min
💔
Divorce Planning

Remarriage Financial Planning: Complete Checklist

Expert insights on divorce planning to help you navigate your financial transition.

1/17/2026
10 min
💼
Severance Planning

Contract Workers: Understanding Severance Entitlements

Expert insights on severance planning to help you navigate your financial transition.

1/16/2026
9 min
Sudden Wealth

Mines D'Or Orbec Inc. Acquisition: What Happens to Your Stock Options & RSUs

Expert insights on sudden wealth to help you navigate your financial transition.

1/15/2026
8 min
🏢
Business Sale

Mines D'Or Orbec Inc. Sold: Investment & Tax Planning Guide

Expert insights on business sale to help you navigate your financial transition.

1/15/2026
12 min
Sudden Wealth

Fiduciary Trust Company of Canada Acquisition: What Happens to Your Stock Options & RSUs

Expert insights on sudden wealth to help you navigate your financial transition.

1/15/2026
8 min
🏢
Business Sale

Fiduciary Trust Company of Canada Sold: Investment & Tax Planning Guide

Expert insights on business sale to help you navigate your financial transition.

1/15/2026
12 min
🏢
Business Sale

Hygate on Lexington Sold: Investment & Tax Planning Guide

Expert insights on business sale to help you navigate your financial transition.

1/15/2026
12 min
Sudden Wealth

Aquanty Inc. Acquisition: What Happens to Your Stock Options & RSUs

Expert insights on sudden wealth to help you navigate your financial transition.

1/15/2026
8 min
🏢
Business Sale

Aquanty Inc. Sold: Investment & Tax Planning Guide

Expert insights on business sale to help you navigate your financial transition.

1/15/2026
12 min
🏢
Business Sale

Electro Cables Inc. Sold: Investment & Tax Planning Guide

Expert insights on business sale to help you navigate your financial transition.

1/15/2026
12 min
Sudden Wealth

Gore Mutual Insurance Acquisition: What Happens to Your Stock Options & RSUs

Expert insights on sudden wealth to help you navigate your financial transition.

1/15/2026
8 min
🏢
Business Sale

Gore Mutual Insurance Sold: Investment & Tax Planning Guide

Expert insights on business sale to help you navigate your financial transition.

1/15/2026
12 min
Sudden Wealth

Travelers Canada Acquisition: What Happens to Your Stock Options & RSUs

Expert insights on sudden wealth to help you navigate your financial transition.

1/15/2026
8 min
🏢
Business Sale

Travelers Canada Sold: Investment & Tax Planning Guide

Expert insights on business sale to help you navigate your financial transition.

1/15/2026
12 min
Sudden Wealth

Dentalcorp Holdings Ltd. Acquisition: What Happens to Your Stock Options & RSUs

Expert insights on sudden wealth to help you navigate your financial transition.

1/15/2026
8 min
🏢
Business Sale

Dentalcorp Holdings Ltd. Sold: Investment & Tax Planning Guide

Expert insights on business sale to help you navigate your financial transition.

1/15/2026
12 min
🏛️
Inheritance Planning

Spousal RRSP: Inheritance and Tax Strategies

Expert insights on inheritance planning to help you navigate your financial transition.

1/15/2026
8 min
Investment Strategy

Working with a Financial Advisor for Lump Sum Investment 2026

Expert insights on investment strategy to help you navigate your financial transition.

1/14/2026
8 min
🏢
Business Sale

SaaS Business: Recurring Revenue Impact on Sale

Expert insights on business sale to help you navigate your financial transition.

1/14/2026
12 min
Investment Strategy

Sudden Wealth Management After Life Events: Canada Guide 2026

Expert insights on investment strategy to help you navigate your financial transition.

1/13/2026
8 min
Retirement Planning

Retirement Inflation Protection: 2026 Strategies

Expert insights on retirement planning to help you navigate your financial transition.

1/13/2026
8 min
Sudden Wealth

Wrongful Dismissal Settlement: Investment Guide Ontario 2026

Expert insights on sudden wealth to help you navigate your financial transition.

1/12/2026
8 min
Sudden Wealth

Car Accident Settlement Investment Guide Ontario 2026

Expert insights on sudden wealth to help you navigate your financial transition.

1/12/2026
8 min
Sudden Wealth

WSIB Lump Sum Settlement: Investment Guide Ontario 2026

Expert insights on sudden wealth to help you navigate your financial transition.

1/12/2026
8 min
Sudden Wealth

Stock Options & IPO Windfall: Canadian Investment Guide 2026

Expert insights on sudden wealth to help you navigate your financial transition.

1/12/2026
8 min
Sudden Wealth

Life Insurance Payout Investment Guide: Ontario Beneficiary Guide 2026

Expert insights on sudden wealth to help you navigate your financial transition.

1/12/2026
8 min
Sudden Wealth

Sold Your Toronto Home? Investment Guide for GTA Downsizers 2026

Expert insights on sudden wealth to help you navigate your financial transition.

1/12/2026
8 min
Sudden Wealth

Personal Injury Settlement Investment Guide Ontario 2026

Expert insights on sudden wealth to help you navigate your financial transition.

1/12/2026
8 min
Sudden Wealth

Ontario Lottery Winners Financial Guide 2026: Your First 90 Days

Expert insights on sudden wealth to help you navigate your financial transition.

1/12/2026
8 min
💼
Severance Planning

TFT Global (GM Oshawa) Layoffs 2026: Your Complete Financial Guide

Expert insights on severance planning to help you navigate your financial transition.

1/11/2026
9 min
💼
Severance Planning

Federal Government of Canada Layoffs 2026: Your Complete Financial Guide

Expert insights on severance planning to help you navigate your financial transition.

1/11/2026
9 min
💼
Severance Planning

Bell Canada Layoffs 2026: Your Complete Financial Guide

Expert insights on severance planning to help you navigate your financial transition.

1/11/2026
9 min
💼
Severance Planning

Algoma Steel Layoffs 2026: Your Complete Financial Guide

Expert insights on severance planning to help you navigate your financial transition.

1/11/2026
9 min
Investment Strategy

RRSP vs TFSA vs Non-Registered: Where to Put Your Lump Sum 2026

Expert insights on investment strategy to help you navigate your financial transition.

1/11/2026
8 min
💔
Divorce Planning

Financial Abuse Recovery: Post-Divorce Rebuilding

Expert insights on divorce planning to help you navigate your financial transition.

1/11/2026
10 min
💼
Severance Planning

Air Canada Layoffs 2026: Your Complete Financial Guide

Expert insights on severance planning to help you navigate your financial transition.

1/11/2026
9 min
Investment Strategy

Lump Sum Pension Investment Options 2026: Canada Guide

Expert insights on investment strategy to help you navigate your financial transition.

1/11/2026
8 min
💼
Severance Planning

Workplace Mental Health: Severance Support Resources

Expert insights on severance planning to help you navigate your financial transition.

1/11/2026
9 min
Investment Strategy

Business Sale Proceeds Investment Strategy: GTA Entrepreneur Guide 2026

Expert insights on investment strategy to help you navigate your financial transition.

1/10/2026
8 min
🏛️
Inheritance Planning

Digital Estate Planning: 2026 Comprehensive Guide

Expert insights on inheritance planning to help you navigate your financial transition.

1/10/2026
8 min
Investment Strategy

Divorce Settlement Investment Strategy: Complete Canada Guide 2026

Expert insights on investment strategy to help you navigate your financial transition.

1/9/2026
8 min
🏢
Business Sale

AI Impact: Business Valuation in the Modern Era

Expert insights on business sale to help you navigate your financial transition.

1/9/2026
12 min
Investment Strategy

How to Invest Your Inheritance in Canada: 2026 Guide

Expert insights on investment strategy to help you navigate your financial transition.

1/8/2026
8 min
Retirement Planning

Retirement Healthcare: Premium Planning for 2026

Expert insights on retirement planning to help you navigate your financial transition.

1/8/2026
8 min
Investment Strategy

How to Invest Your Severance Package in 2026: Complete Canada Guide

Expert insights on investment strategy to help you navigate your financial transition.

1/7/2026
8 min
💔
Divorce Planning

Co-Parenting Apps: Financial Tracking and Transparency

Expert insights on divorce planning to help you navigate your financial transition.

1/7/2026
10 min
💼
Severance Planning

January Job Market: Severance and Hiring Trends

Expert insights on severance planning to help you navigate your financial transition.

1/6/2026
9 min
🏛️
Inheritance Planning

2026 Inheritance: Tax Law Changes to Watch

Expert insights on inheritance planning to help you navigate your financial transition.

1/5/2026
8 min
🏢
Business Sale

January Business Sale: Market Conditions Analysis

Expert insights on business sale to help you navigate your financial transition.

1/4/2026
12 min
Retirement Planning

2026 Retirement Goals: Creating Your Action Plan

Expert insights on retirement planning to help you navigate your financial transition.

1/3/2026
8 min
💔
Divorce Planning

Divorce Resolution: Fresh Start Financial Planning

Expert insights on divorce planning to help you navigate your financial transition.

1/2/2026
10 min
💼
Severance Planning

New Year, New Career: Severance to Success Planning

Expert insights on severance planning to help you navigate your financial transition.

1/1/2026
9 min
💼
Severance Planning

Severance Package Negotiation Tactics: A Toronto Executive's Guide to Maximizing Your Exit

Expert insights on severance planning to help you navigate your financial transition.

12/31/2025
9 min
💼
Severance Planning

Job Search Tax Deductions: Maximize Your Tax Savings During Career Transition in Canada

Expert insights on severance planning to help you navigate your financial transition.

12/31/2025
9 min
🏛️
Inheritance Planning

Ontario Inheritance Tax Planning: Protect Your Family's Wealth from CRA's Reach

Expert insights on inheritance planning to help you navigate your financial transition.

12/31/2025
8 min
💼
Severance Planning

The Emotional Side of Job Loss: Protecting Your Financial and Mental Wellness in Toronto

Expert insights on severance planning to help you navigate your financial transition.

12/31/2025
9 min
💼
Severance Planning

EI Benefits Maximization: A Complete Guide for Ontario Workers After Job Loss

Expert insights on severance planning to help you navigate your financial transition.

12/31/2025
9 min
Retirement Planning

Early Retirement in Your 50s: Financial Independence Guide

Expert insights on retirement planning to help you navigate your financial transition.

12/31/2025
8 min
Retirement Planning

Defined Benefit Pension Maximization: Complete 2025 Guide

Expert insights on retirement planning to help you navigate your financial transition.

12/31/2025
8 min
💼
Severance Planning

Constructive Dismissal in Ontario: Protecting Your Financial Rights When Your Job Changes

Expert insights on severance planning to help you navigate your financial transition.

12/31/2025
9 min
💼
Severance Planning

Career Pivot Financial Planning: Navigating Your Transition from Bay Street to New Beginnings

Expert insights on severance planning to help you navigate your financial transition.

12/31/2025
9 min
Retirement Planning

Retirement Travel: Budget Planning and Insurance

Expert insights on retirement planning to help you navigate your financial transition.

11/29/2025
8 min
💔
Divorce Planning

Thanksgiving: Managing Blended Family Finances

Expert insights on divorce planning to help you navigate your financial transition.

11/28/2025
10 min
🏛️
Inheritance Planning

Family Cottage Inheritance: Preventing Disputes

Expert insights on inheritance planning to help you navigate your financial transition.

11/26/2025
8 min
Retirement Planning

Black Friday: Retirement Spending Budget Guidelines

Expert insights on retirement planning to help you navigate your financial transition.

11/24/2025
8 min
💔
Divorce Planning

High-Conflict Divorce: Financial Protection Strategies

Expert insights on divorce planning to help you navigate your financial transition.

11/23/2025
10 min
🏛️
Inheritance Planning

Inherited Debt: Understanding Your Obligations in Canada

Expert insights on inheritance planning to help you navigate your financial transition.

11/21/2025
8 min
Retirement Planning

Retirement Part-Time Work: Income and Tax Strategies

Expert insights on retirement planning to help you navigate your financial transition.

11/19/2025
8 min
💔
Divorce Planning

Remarriage: Estate Planning Considerations

Expert insights on divorce planning to help you navigate your financial transition.

11/18/2025
10 min
🏛️
Inheritance Planning

Charitable Giving: Tax-Efficient Donation Strategies

Expert insights on inheritance planning to help you navigate your financial transition.

11/16/2025
8 min
Retirement Planning

Retirement Healthcare: Cost Planning and Insurance

Expert insights on retirement planning to help you navigate your financial transition.

11/14/2025
8 min
💔
Divorce Planning

Custody Arrangements: Financial Impact Assessment

Expert insights on divorce planning to help you navigate your financial transition.

11/13/2025
10 min
🏛️
Inheritance Planning

Power of Attorney: Managing Financial Decisions

Expert insights on inheritance planning to help you navigate your financial transition.

11/11/2025
8 min
Retirement Planning

Remembrance Day: Veteran Financial Benefits Overview

Expert insights on retirement planning to help you navigate your financial transition.

11/10/2025
8 min
💔
Divorce Planning

Prenuptial Agreements: Financial Protection Strategies

Expert insights on divorce planning to help you navigate your financial transition.

11/8/2025
10 min
Retirement Planning

Retirement Withdrawal Sequence: Optimizing Tax Efficiency

Expert insights on retirement planning to help you navigate your financial transition.

11/7/2025
8 min
💼
Severance Planning

Career Transition: Financial Planning for Industry Changes

Expert insights on severance planning to help you navigate your financial transition.

11/6/2025
9 min
🏛️
Inheritance Planning

Inherited Investment Accounts: Tax Implications Guide

Expert insights on inheritance planning to help you navigate your financial transition.

11/5/2025
8 min
🏢
Business Sale

Family Business Succession: Next Generation Transition

Expert insights on business sale to help you navigate your financial transition.

11/4/2025
12 min
💔
Divorce Planning

Common-Law Separation: Asset Division Rights in Ontario

Expert insights on divorce planning to help you navigate your financial transition.

11/3/2025
10 min
Retirement Planning

Retirement Housing: Downsizing in the GTA Market

Expert insights on retirement planning to help you navigate your financial transition.

11/2/2025
8 min
💼
Severance Planning

November Severance Negotiation: Year-End Leverage Strategies

Expert insights on severance planning to help you navigate your financial transition.

11/1/2025
9 min
🏛️
Inheritance Planning

Estate Freezes: Lock in 2025 Values

Expert insights on inheritance planning to help you navigate your financial transition.

10/31/2025
8 min
💼
Severance Planning

Q4 Layoff Patterns: What to Expect

Expert insights on severance planning to help you navigate your financial transition.

10/29/2025
9 min
💔
Divorce Planning

Halloween: Managing Shared Custody During Holidays

Expert insights on divorce planning to help you navigate your financial transition.

10/27/2025
10 min
🏢
Business Sale

Professional Practice Sales: Lawyers, Doctors, Dentists

Expert insights on business sale to help you navigate your financial transition.

10/24/2025
12 min
🏛️
Inheritance Planning

Trust Structures for High Net Worth Estates

Expert insights on inheritance planning to help you navigate your financial transition.

10/22/2025
8 min
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Divorce Planning

Digital Asset Division in Modern Divorce

Expert insights on divorce planning to help you navigate your financial transition.

10/20/2025
10 min
💼
Severance Planning

Healthcare Benefits After Job Loss

Expert insights on severance planning to help you navigate your financial transition.

10/17/2025
9 min
🏢
Business Sale

Year-End Business Sale Tax Planning

Expert insights on business sale to help you navigate your financial transition.

10/15/2025
12 min
💔
Divorce Planning

Thanksgiving: Navigating First Holidays After Divorce

Expert insights on divorce planning to help you navigate your financial transition.

10/13/2025
10 min
🏢
Business Sale

Business Partnership Buyouts: Structuring the Deal

Expert insights on business sale to help you navigate your financial transition.

10/10/2025
12 min
💼
Severance Planning

Manufacturing Sector Severance Trends

Expert insights on severance planning to help you navigate your financial transition.

10/8/2025
9 min
💔
Divorce Planning

Divorce Mediation vs Litigation: Cost Analysis

Expert insights on divorce planning to help you navigate your financial transition.

10/6/2025
10 min
🏛️
Inheritance Planning

Thanksgiving Family Meetings: Estate Planning Conversations

Expert insights on inheritance planning to help you navigate your financial transition.

10/3/2025
8 min
Retirement Planning

Defined Benefit Pension: Understanding Your Options

Expert insights on retirement planning to help you navigate your financial transition.

10/2/2025
8 min
🏛️
Inheritance Planning

October Tax Planning for Recent Inheritances

Expert insights on inheritance planning to help you navigate your financial transition.

10/1/2025
8 min
Retirement Planning

Early Retirement in Your 50s: Complete Financial Roadmap

Expert insights on retirement planning to help you navigate your financial transition.

9/30/2025
8 min
🏛️
Inheritance Planning

Cross-Border Estate Planning for Snowbirds

Expert insights on inheritance planning to help you navigate your financial transition.

9/29/2025
8 min
Retirement Planning

Tax-Free Retirement Income: Legal Strategies for 2025

Expert insights on retirement planning to help you navigate your financial transition.

9/28/2025
8 min
Retirement Planning

Pension Commutation: Lump Sum vs Monthly Payments

Expert insights on retirement planning to help you navigate your financial transition.

9/27/2025
8 min
💔
Divorce Planning

Spousal Support Duration: Recent Case Law

Expert insights on divorce planning to help you navigate your financial transition.

9/26/2025
10 min
Retirement Planning

RESP to RRSP: Education Savings in Retirement Planning

Expert insights on retirement planning to help you navigate your financial transition.

9/25/2025
8 min
💼
Severance Planning

Stock Options in Severance Packages

Expert insights on severance planning to help you navigate your financial transition.

9/24/2025
9 min
Retirement Planning

Retirement Planning at 40: Critical Steps to Take Now

Expert insights on retirement planning to help you navigate your financial transition.

9/23/2025
8 min
🏢
Business Sale

Q4 Business Exit Planning Checklist

Expert insights on business sale to help you navigate your financial transition.

9/22/2025
12 min
Retirement Planning

Government Benefits Guide: OAS, GIS, and CPP Explained

Expert insights on retirement planning to help you navigate your financial transition.

9/21/2025
8 min
Retirement Planning

Self-Employed Retirement: IPP vs RRSP vs TFSA

Expert insights on retirement planning to help you navigate your financial transition.

9/20/2025
8 min
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Divorce Planning

Gray Divorce: Retirement Account Division Strategies

Expert insights on divorce planning to help you navigate your financial transition.

9/19/2025
10 min
Retirement Planning

Retirement Income Splitting: Save Thousands in Tax

Expert insights on retirement planning to help you navigate your financial transition.

9/18/2025
8 min
🏛️
Inheritance Planning

Probate Fees in Ontario: 2025 Updates

Expert insights on inheritance planning to help you navigate your financial transition.

9/17/2025
8 min
Retirement Planning

RRIF Conversion Strategy: Timing Your RRSP Rollover

Expert insights on retirement planning to help you navigate your financial transition.

9/16/2025
8 min
💼
Severance Planning

Maximizing EI Benefits: Complete Guide

Expert insights on severance planning to help you navigate your financial transition.

9/15/2025
9 min
Retirement Planning

Complete Retirement Planning Checklist for GTA Residents

Expert insights on retirement planning to help you navigate your financial transition.

9/14/2025
8 min
Retirement Planning

CPP at 60 vs 65 vs 70: The $200,000 Decision

Expert insights on retirement planning to help you navigate your financial transition.

9/13/2025
8 min
💔
Divorce Planning

Child Support Modifications for School Year Changes

Expert insights on divorce planning to help you navigate your financial transition.

9/12/2025
10 min
Retirement Planning

TFSA vs RRSP for Retirement: Age-Based Strategy Guide

Expert insights on retirement planning to help you navigate your financial transition.

9/11/2025
8 min
💼
Severance Planning

Negotiating Severance in Financial Services

Expert insights on severance planning to help you navigate your financial transition.

9/10/2025
9 min
Retirement Planning

RRSP Contribution Room: Maximize Your 2025 Tax Savings

Expert insights on retirement planning to help you navigate your financial transition.

9/9/2025
8 min
🏛️
Inheritance Planning

Estate Planning for Blended Families

Expert insights on inheritance planning to help you navigate your financial transition.

9/8/2025
8 min
🏢
Business Sale

Business Valuation Methods: Preparing for Q4 Sale

Expert insights on business sale to help you navigate your financial transition.

9/5/2025
12 min
💔
Divorce Planning

Toronto Real Estate Division in Divorce: September Market Update

Expert insights on divorce planning to help you navigate your financial transition.

9/3/2025
10 min
💼
Severance Planning

Fall Financial Reset After Job Loss

Expert insights on severance planning to help you navigate your financial transition.

9/1/2025
9 min
🏛️
Inheritance Planning

Cottage Inheritance: Labor Day Planning Guide

Expert insights on inheritance planning to help you navigate your financial transition.

8/29/2025
8 min
💼
Severance Planning

September Severance Trends: Tech Industry Update

Expert insights on severance planning to help you navigate your financial transition.

8/27/2025
9 min
💔
Divorce Planning

Back-to-School Budgeting for Newly Divorced Parents

Expert insights on divorce planning to help you navigate your financial transition.

8/25/2025
10 min
🏢
Business Sale

Selling Your GTA Business Before Year-End: Tax Strategies

Expert insights on business sale to help you navigate your financial transition.

8/22/2025
12 min
💔
Divorce Planning

RRSP vs TFSA During Divorce: Which Assets Are Really Yours?

Expert insights on divorce planning to help you navigate your financial transition.

8/20/2025
10 min
💔
Divorce Planning

RRSP vs TFSA During Divorce: Which Assets Are Really Yours?

Expert insights on divorce planning to help you navigate your financial transition.

8/19/2025
10 min
Sudden Wealth

Won the Lottery in Ontario? Your Complete 90-Day Financial Guide

Complete guide for Ontario lottery winners - tax implications, investment strategies, and how to protect your winnings. From $50K to $50M covered.

1/13/2026
18 min
🏛️
Inheritance Planning

2026 Ontario Inheritance Tax Changes: Capital Gains & Estate Planning

New capital gains inclusion rates and estate planning strategies for 2026. What Ontario families need to know to protect their wealth.

1/10/2026
12 min
💼
Severance Planning

Tech Layoffs 2025: Maximizing Your Severance Package

Essential strategies for tech professionals navigating job loss, from severance negotiation to tax optimization and career transition planning.

8/12/2025
12 min
Halal Investing

Halal Investing in Canada: A Beginner's Guide for 2026

Complete beginner's guide to halal investing in Canada. Learn Islamic finance principles, Sharia screening, halal ETFs, and how to build a faith-compliant portfolio.

1/21/2026
12 min
Halal Investing

Can You Have a Halal TFSA or RRSP? Sharia-Compliant Registered Accounts

Yes, Canadian registered accounts can be halal. Learn how TFSAs, RRSPs, RESPs, and FHSAs work with Islamic investing principles.

1/21/2026
10 min
Halal Investing

Halal Investing Returns: Does Faith-Based Investing Perform?

Examining the performance of halal investments compared to conventional portfolios. Research-backed analysis of Sharia-compliant returns.

1/21/2026
11 min
Halal Investing

What Investments Are Haram? A Muslim's Guide to Screening Stocks

Learn which investments are prohibited in Islam and how to screen stocks for Sharia compliance. Understanding sector and financial ratio requirements.

1/21/2026
10 min
Halal Investing

Islamic Inheritance Rules in Ontario: Balancing Faith and Canadian Law

How Muslim Canadians can honor Islamic inheritance principles while complying with Ontario estate law. Practical strategies for faith-based estate planning.

1/21/2026
13 min
Halal Investing

Halal Mortgage Alternatives in Canada: Home Ownership Without Riba

Explore Sharia-compliant home financing options in Canada including Murabaha, Ijara, and Diminishing Musharakah structures.

1/21/2026
11 min
Halal Investing

Financial Planning for Muslim Families in the GTA: Complete Guide

Comprehensive guide to Islamic financial planning for Muslim families in Toronto, Mississauga, Brampton, and the GTA.

1/21/2026
14 min
Halal Investing

Sukuk vs Bonds: Islamic Fixed Income for Canadian Portfolios

Understand the difference between sukuk and conventional bonds. Learn how sukuk work and their role in a halal portfolio.

1/21/2026
10 min

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