The Wealth Advisory offers 30 years of experience in life insurance, trust, pension and estate planning using a unique values-based approach. Our mission is to help successful Canadians make intelligent choices about preserving and protecting their wealth. Did you know that if you die without a Will in Ontario, are married, have children and your assets are worth more than $200,000.
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When you grow up in a family that moves every few years, you learn to be flexible. My father worked for one of the major corporations in the US, so we never got to go to the same school more than a couple of years at a time. And although he had a good pension plan when he retired, my mother wasn't well looked after when he passed away.
If anyone ever tries to discuss business with me on the golf course, I want to wring his neck. I'm not as fanatical as some guys I know, but the course is a special place where I really do like to think only about the game. And you need to concentrate a lot if you play like I do. So why was I standing on the seventh tee on a beautiful fall morning with the terms of my Will turning over and over in my mind?
Good stories are about more than happy endings. They have challenging beginnings, interesting characters and captivate us with life's twists and turns. The best ones move us to an entirely new place. Their authors will tell you it wasn't by accident.
When I was learning the business as a second-generation life insurance agent, I was intrigued to discover that during the 1940s and 1950s, my Dad had often taken a young tax lawyer out with him on appointments when he visited Montreal.Together they forged a lasting friendship and helped a generation of successful Canadians solve challenging estate problems.
When I was learning the business as a second-generation life insurance agent, I was intrigued to discover that during the 1940s and 1950s, my Dad had often taken a young tax lawyer out with him on appointments when he visited Montreal.Together they forged a lasting friendship and helped a generation of successful Canadians solve challenging estate problems.
When I was in university, I had a business professor who often made comments during his lectures about me not having to worry about a particular issue since I'd be inheriting my family's business. My father and I never spoke much about it, probably because my hair was so long and we disagreed on just about everything back then.
When we were first starting out in our married lives we had dreams galore. It was just after the war and I remember we used to walk the dog through Rosedale imagining what it would be like to live there. By the time we had three little ones under six, we were dreaming about moving up from our small bungalow and giving each of our kids the chance to go to university.
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