Applied Financial Planning

Matias is working on estate planning recommendations for his client Cynthia. After a recent meeting, Matias is confident that an estate freeze would be the best...

Robert is meeting with his wealth advisor to review options to put a plan in place to save for his children's education. He has a daughter, age seven, and a dis...

Rosa has just learned that her daughter Marissa, age 23, does not intend to return to university. She has been saving for her daughter's education since Marissa...

William and Jennifer are selling their business which qualifies as a Canadian-controlled private corporation. When the sale is complete at the end of this year,...

Sapphire, age 35, a recent widow, is still in the grieving stage. She has just received a large insurance payout. She has limited savings, a long-term time hori...