Resources

There are countless horror stories out there from families who experienced the death of a loved one only to have that pain compounded by...

Watch Pat O’Connor express the importance of having your estate documents in order. Read more about Clarifying What Estate Documents You...

Dr. Grubman is a clinical psychologist who works with some of North America's most affluent families, helping them to negotiate the many...

The concept of ‘social investing’ is not new. We have seen many versions of this over the years, starting with what was also called...

There are many stereotypes about “millennials.” The rumour is that we’re narcissistic, irresponsible, and entitled. It can be a difficult...

As a member of the Canadian Association of Gift Planners (CAGP) I spend a great deal of time working with charities and donors. The...