A total wealth plan is more than an investment strategy—it’s a coordinated, purpose-driven approach to every aspect of your financial life. Learn why most Canadians don’t have one, and how to build yours.
For many Canadians, their home is their largest asset—but is it part of your retirement strategy? In this article, we explore how downsizing, reverse mortgages, rental income, and even the family cottage can play a key role in funding your retirement or supporting your legacy.
Generosity doesn’t have to be reactive. In fact, the most impactful giving is often the most intentional. In this article, we explore what strategic generosity looks like for high-income Canadians—combining faith, financial wisdom, and lasting impact. Discover tax-smart tools and purpose-driven strategies to give in a way that truly reflects your heart.
Wealth isn’t just about numbers—it’s about meaning. For high-income Canadians of faith, the journey to financial success often raises a deeper question: “What is all this for?”
