More on Key Wealth Management Trends for 2015

Thursday, May 21st, 2015

Last month, my associate Paul Fensom highlighted some interesting statistics on Will & Estate Planning from a report by CEB Wealth Management Leadership Council, titled: Windows on the Future 2015: Key Wealth Management Trends. Here’s some more information from the report I believe will be of interest to this audience. The report ...

Fire’s burning, fire’s burning…

Thursday, April 23rd, 2015

Last week Rachel Blumenfeld and I had the pleasure of co-chairing an informative, interesting and entertaining session on cottage succession planning. The presentation was part of the STEP Canada Passport series. Our presenters were Gwen Benjamin, an estate planning specialist with Wilson Vukelich LLP and Justin de Vries, Principal of de ...

Did you hear the one about the waiter?

Thursday, March 26th, 2015

A recent Maclean's magazine cover story by Charlie Gillis - The Waiting Game - paints a rather sad view of the pending "great wealth transfer".  The sensationalistic cover line "Hurry Up and Die, Already" provides a less-than-subtle clue about the article's  theme.  With a number of juicy quotes from GTA estates ...