ARTICLES BY CATEGORY: assisting-parents
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Feeling the Squeeze
By Mark Neufeld on 23 Oct 2025
If you’re supporting both aging parents and dependent children, you’re part of the “sandwich generation”– typically adults in their 40s to 60s who find themselves caring for loved ones on both ends of the age spectrum. It’s a demanding and often overwhelming phase of life. But with the right strategies, you can manage the pressure … Feeling the Squeeze
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The Preparations and Challenges of an Executor
By Ryan Bacchus on 13 Jul 2024
A loved one has passed away unexpectedly. You are the executor of the deceased’s estate…
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Undue Influence – Avoid an Undoing
By Teresa Black Hughes on 27 Apr 2018
I had a pastor many years ago who often said, “If it weren’t for people…”.
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Hope for the Best, Plan for the Worst
By Cecilia Tsang on 01 Oct 2015
Ann and Will loved to socialize. Every Friday night, 52 weeks a year, their many friends went to their home to gather for coffee and appies.
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Horizons Retirement Report 2014
By Clay Gillespie on 01 Jul 2014
Every year, we commission a survey (conducted by Concerto Research) to explore what Canadians are thinking and feeling as they approach retirement.
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Disability Tax Credit
By Cory Hill on 14 Aug 2026
One of my colleagues did a deep dive into the Disability Tax Credit (DTC) to help a family member. He subsequently gave us all a very informative presentation on it at one of our annual advisor retreats. I thought it may be helpful to touch on the DTC as some clients may be eligible and … Disability Tax Credit
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Current Life Expectancy Numbers
By on 20 Dec 2017
In Canada, as in many countries around the world, our life expectancy continues to increase. In B.C., these rates are the highest of all the province— just slightly higher than the Canadian average.