Navigating Your Prized Cottage Investment

July 2, 2024

Cottages were all the rage in recent years past—and that’s precisely why they’re still an investing hot topic in 2024.
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Stars Have Never Aligned Better for Canadian Property Investors

May 27, 2024

It’s the dream of millions: to own a house and plant your flag on a piece of property. This achievement, which for many begins as soon they start collecting a pay cheque, is tangled with emotion, memories and attachment.
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Navigating Emotional Real Estate Decisions

November 9, 2022

Our House, the gentle Crosby, Stills, Nash and Young classic - written, incidentally, by Graham Nash - strikes an emotional beat familiar to many homeowners or wannabe homeowners. The song describes an everyday scene yet it’s beloved by millions because, as the cliché goes, home is where the heart is. It’s also why decisions around selling or buying real estate, usually the biggest asset a person will own, go far beyond a financial transaction.
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Wealth Transfer: Preparing the Next Generation

June 23, 2022

Intergenerational wealth, on our TV screens at least, conjures images of Succession’s Logan Roy dismissing one of his weasel kids with a sneer and expletive. Roy, the fearsome patriarch, who built his business from nothing, watches in disgust as the heirs to his throne – who do no work of any note - connive and backstab in an effort to win the keys to more money and power.
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Using A Trust to Avoid Probate Fees

October 11, 2021

When Simon's father passed away two years ago, he didn't think much about how his estate would be handled. His mother had died five years before, and his dad's will was clear about how his assets would be divided. Then came probate, a process to confirm the validity of his will. Not only did unexpected fees come out of his dad's estate, it took almost a year to settle and distribute it.
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