Insurance basics - Solutions For Financial Planning*
What types of protection are right for you? Solutions For Financial Planning, Winter 2020
Orillia, Barrie and Muskoka residents: Estate planning essentials - We have to talk about it
Video - We are often asked about Estate planning essentials by residents of Orillia, Barrie and Muskoka. This video provides great tips to ensure your wishes are carried out as intended.
What is a Family Business Succession Plan and Do I Need One for My Business in Orillia, Barrie or Muskoka?
Family business succession planning in Orillia, Barrie or Muskoka doesn't have to cause headaches. Learn 4 key tips to developing a plan for a smooth transition for the next generation.
What Financial Solutions are Available to pay costs of aging?
There are many strategies and options available to help pay for care as you age. It's important know your options, understand your preferences and communicate with supportive family members.
Keeping the Barrie, Orillia or Muskoka cottage in the family
Create a lasting legacy with a smooth transfer of ownership for your cottage in Barrie, Orillia or Muskoka.