A new movie in the theatres across Canada is called The Bucket List, starring Morgan Freeman and Jack Nicholson. It tells of two older men who are dying and meet as roommates in the hospital. One of them talks about an assignment in college to make a list of the things he wanted to do before he died, a task he never completed. Together they make what they dub the "bucket list" (as in before you k...

It has been a time to worry even the savviest investors. The credit markets have been in a crisis, the domestic stock market has been shaky and overseas markets haven't been much better. There was a recent article in the New York Times about keeping things simple, not just during these times, but at all times. We thought we should share some of these key ideas in these uncertain times. Wha...

What's good for your community is good for you, your family and your estate. It is the dream of many Canadians to provide a bequest to their favorite charity-church, school, hospital etc. To make this dream a reality, we earmark the "hard" assets in our estate (stocks, bonds, mutual funds) for donation to the charity. While this strategy can make sense, it can also create challenges for bot...