Quiet Legacy Planning Group

"Never have I written a article that I wanted to write so much, but couldn’t bring myself to do. This one has been maybe the toughest I’ve ever written, and I’m still processing much of what I am going to write about today. It is also a profound mix of both my professional and personal lives…but that just makes it all the more important of a story to tell."

"Since her charitable tax credit was double the rate of her personal tax rate, she could then take out another $12,000/year and divide it between her and her husband’s tax-free savings accounts (TFSAs) without paying further tax."

Learn how we helped Sal and June design a transition into retirement that addressed their major concerns and showed them that they had enough to start checking off items that were on their bucket list.

Enrich your life by making the most of your hard-earned income and savings for your life today. Learn about how we helped Molly and Steve address their environmental and charitable giving interests into their retirement savings plans.

They lived their lives in the glitz and glamour... but their estate planning got left in the dust. Read this story from Chapter 7 of Ryan's book "Driven By Purpose", available now on our blog!

"I have at least two more paragraphs of song titles I want to end with, but U Got the Look that you will go Daydreaming if I continue."

School is back in session and in honor of this momentous occasion, we offer you one of our favorite articles from last year, "School-of-life financial and life advice from a dear friend".

"For our family, George and Jo’s life & legacy brought our us closer together. They taught us to love one another, no matter our differences. More than anything, they taught our family how to talk about uncomfortable things like mortality with some ease, but also a sense of humour."

"As stressful as it can be to have someone you love affected by dementia or other capacity-limiting conditions, I think it is important to seek out and find the moments to connect with our loved ones."