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Resources
Clarifying What Estate Documents You Need
There are countless horror stories out there from families who experienced the death of a loved one only to have that pain compounded by...

Patrick O'Connor
Feb 9, 2021


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

Patrick O'Connor
Feb 9, 2021


Immigrants and Natives to Wealth: Understanding Clients Based on Their Wealth Origins
Dr. Grubman is a clinical psychologist who works with some of North America's most affluent families, helping them to negotiate the many...

Patrick O'Connor
Nov 25, 2017


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

Patrick O'Connor
Nov 6, 2017


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

Chelsea McKee-Trenchard
Sep 21, 2017


Unwanted Insurance Policies Find a Home With Your Favourite Charity!
As a member of the Canadian Association of Gift Planners (CAGP) I spend a great deal of time working with charities and donors. The...

Patrick O'Connor
Feb 21, 2017


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