What is probate? A quick overview

We cover its what it is, how it works, its significance, and a few common misconceptions.

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September 19 2023 | Estate Planning , Wealth Management

Free estate planning seminars

We are offering free estate planning seminars in Pincher Creek and Fort Macleod in September and October.

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March 8 2023 | Estate Planning , Tax

New reporting requirements for trusts in Canada

What you need to know about the changes that were made to the filing rules when Bill C-32 was enacted.

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February 14 2022 | Estate Planning , Wealth Management

Could your money be doing more? Book a Free Portfolio Review

If you’ve ever had questions about your investment portfolio, you’re not alone. We can help.

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February 14 2020 | Estate Planning

Protect your family and your estate with an estate plan.

Proper estate planning can allow you to retain more of your assets, protect your estate and leave a legacy for your family.

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