In this webinar, members of Brook Wagman Private Wealth Management will explain how structured notes can offer an additional option. These investments combine market-linked return
In this session, our team explored the unique challenges of cottage succession planning and the importance of thoughtful, multi‑generational estate planning. We talked through the legal, tax, and emotional considerati…
In this session, our team walked through the fundamentals of trusts—what they are, how they work, and why they can be an effective component of a well‑structured estate plan. We explained the core elements of a trust,…
Michael Layman and Sherry discuss key considerations for passing a family cottage to the next generation, including capital gains, the principal residence exemption, gifting, joint ownership and trusts. Learn how thoughtful succession planning can help manage tax implications and reduce potential family conflict.
In this session, our team broke down what structured notes are and explored the many advantages of incorporating them into your investment portfolio. We partnered with Scotiabank to deliver a comprehensive presentatio…
