Globe and Mail Q&A: Close to retirement and have questions about your financial plan?Globe and MailHis Winnipeg-based practice, Diamond Retirement Planning Ltd., advises pre-retirement and retirement clients on the income structures, investment strategies, and estate conversation issues, as well as health-risk management issues and wealth transfer … and more »
Advisor.ca Pro Ice's goal-oriented practiceAdvisor.caWill and estate planning: includes documenting the plans and coordinating with legal counsel; preparing pre-nuptial agreements; ongoing reviews when significant changes occur in the client's life, such as marriage, divorce or children.
Net Newsledger Dissecting Drummond – Livio Di MatteoNet NewsledgerRecommendation 9-8: Develop a labour-market policy framework to link planning for employment and training services more strongly to economic development initiatives led by ministries such as Economic Development and Innovation; Agriculture, …
Manitoba MoversWinnipeg Free PressPEOPLE Jesús Ángel Miguel Garca, founder and director of the Spanish Institute in Winnipeg, has been appointed to the National Research Council Canada Advisory Board. The board is an essential part of delivering an ethical research program at the …
Deadline decisionsWinnipeg Free Press"That's why we always recommend setting up a pre-authorized purchase plan." If you're new to the RRSP game, this is a good first step in retirement saving. Figure out an acceptable amount of money you can have withdrawn automatically from your savings … and more »
LifeHealthPro Creating an Estate Planning Dream TeamLifeHealthProThe purpose of this article is to help readers improve their ability to work as a team in developing a sound financial plan for their clients. As a financial planner and estate planning attorney, we've spent many years refining a team-oriented, …
How to choose a financial adviser?Chicago TribuneOr maybe you need help understanding whether or not you need long-term care insurance, extensive estate planning or how best to fund your grandchildren's educations. If these questions are percolating through your mind, you may want to seek …Setting Goals that Empower Your Financial FutureMarketWatch (press release) all 7 news articles »
Forbes Facebook Billionaires Shifted More Than $200 Million Gift-Tax FreeForbesMark Zuckerberg and Dustin Moskovitz, the co-founders of Facebook and two of the world's youngest billionaires, may seem too young to be thinking about estate planning. But in 2008, when they were both 24, they used an estate planning tool that is more … and more »
Easton YMCA to offer estate planning seminarThe Star DemocratCharles T. Capute Esq. of Easton will present a free seminar on estate planning at the Easton YMCA on Saturday, March 10. Posted: Monday, March 5, 2012 12:00 am | Updated: 9:37 am, Mon Mar 5, 2012. EASTON The YMCA of the Chesapeake will offer a free … and more »
Estate planning seminar ThursdayMidland Daily NewsJoseph D. Weiler Jr., an attorney for Currie Kendall, is presenting a free seminar on estate planning at 7 pm Wednesday, at the West Midland Family Centeer, 4011 West Isabella Road. Weiler will talk about the state of participants' estate plans.