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The newsletter contains invaluable information, tips and strategies and pitfalls to avoid on all aspects of retirement planning for Canadians. This includes special issues such as: charitable giving, trusts, tax planning, housing options, investing, legal issues, dealing with US assets, business succession planning, retirement and financial planning, will and estate planning, insurance, real estate, vacation properties, buying real estate, starting a small business or home-based business, selecting professional advisors, selecting retirement homes, funeral planning, and much more.

The purpose of the newsletter is to provide Canadian-relevant information, guidelines, tips to follow and pitfalls to avoid in order to enhance your awareness. It is important that you obtain independent professional advice customized to your unique circumstances and wishes. Laws and regulations are in constant change, and everyone’s situation is different.

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