By any measure, Louis* had done very well in life. In addition to raising a happy family, he had established a number of successful private business ventures and invested well in real estate and the stock markets. He kept his feet on the ground by focussing on the gratitude he felt for his good fortune, and knowing you can’t take it with you, planned to leave his businesses and investments to charity. Simple Goals for…

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In Part One, I shared the shocking statistic that a majority of Canadians do not have a current legal will. Sadly, many people avoid the task because they are afraid to think about the end of their life. However, taking a proactive approach to estate planning not only ensures your wishes can be followed but…

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Buying the farm. Kicking the bucket. Giving up the ghost. Given the number of colourful euphemisms we use to avoid straight talk about death, it’s no wonder people tend to put off writing their will. Many people assume they don’t need a will if their estate is small and their plans are straightforward. However, as my friend…

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Jack and Linda’s house was quiet now. After more than 25 years of family busyness, all of their children had moved out to start their own careers and families. This new phase of life brought the empty nesters time and space to reflect and reminisce. Retirement was on the horizon, and Jack and Linda were eager to avoid the…

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Originally published in Wealth Professional Canada. Issue 8.08, October 2020. Read the interview with Darren Pries-Klassen, CEO and Rick Braun-Janzen, Director of Gift Planning at Abundance Canada on “The Evolution of Planned Giving”.

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Originally published in Exchange Magazine, 2020 Q4 Edition. Read the article by David Barker, Gift Planning Consultant at Abundance Canada on “Five Big Myths of Generosity”.

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Back in March, the sudden arrival of COVID-19 brought out the best in us as people made grocery and pharmacy runs for elderly neighbours, lined up to clap for health care workers, and wrote messages of hope on windows and sidewalks.  Now we’re entering the eighth month of this pandemic, and it’s no wonder we are all starting to feel fatigued [1]. With…

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