Protect your legacy by integrating estate and succession planning—preserving wealth, minimizing taxes, and ensuring your business thrives for generations.

Preparing children for wealth means teaching values, encouraging independence, fostering real-world learning, and building lasting conversations around money and responsibility.

Calgary’s tight housing market demands strategy—business owners can’t afford to wait when aligning real estate with financial goals.

Tariffs could disrupt supply chains and increase costs. Businesses must assess risks, adapt contracts, diversify sourcing, and explore tax strategies.

Canadians 55+ are reshaping retirement by supporting family, embracing technology, and prioritizing financial and health planning.

Wealthy Canadians buy life insurance not just for risk protection but for its tax advantages—tax-free growth, tax-free death benefits, and powerful estate-planning benefits.

Significant tax changes in 2025 will impact Canadian businesses, from capital gains inclusion rates to CPP updates and CRA digital services. Preparation ensures compliance and growth.

The New Year offers a fresh start to reflect on financial habits, set realistic goals, and make meaningful changes for 2025.

Canada’s $1 trillion wealth transfer reveals a gap between younger Canadians' inheritance expectations and older generations’ financial realities, highlighting the need for strategic planning.

Retirement planning involves calculating needs, investing early, increasing income, delaying benefits, managing debt, and securing health insurance for financial confidence.

November's Financial Literacy Month, themed "Money on Your Mind," emphasizes open discussions about financial knowledge and its mental health implications.

Retirement planning for Canadian entrepreneurs involves defining goals, saving strategically, and adapting to changes. Start early for a secure future.

Explore the importance of budgeting, the power of compound interest and the impact of subscriptions on your personal finances.

Explore the importance of budgeting, the power of compound interest and the impact of subscriptions on your personal finances.

The current cost of living crisis, against a backdrop of bleak economic predictions, is a significant cause for concern for millions of people.

In our recent Integrated Advisory video series, WealthCo President Sophie Blais takes us through the key elements of financial planning.

From getting eight hours of sleep per night to scheduling regular exercise to adopting healthy eating habits, most of us have figured out how to maintain our physical health. Yet, so few apply the same care and attention to monitoring our financial health.

Recently, Alberta has seen a streak of lottery winners. For these fortunate individuals, and anyone else who might unexpectedly come into significant funds, Jeff Dyck, WealthCo’s Vice President of Insurance & Estate Planning, offers some valuable advice.