by David Zohar | May 6, 2020 | Budget, Business Owners, Estate planing, Financial Plan, heritage, Insurance, Investment, Wealth management
“Now is a great time to revisit your financial strength. Or, if you never looked at your finance this is a great time to start.” The covid-19 pandemic hit us all. Most of us stay at home, work remotely, or just spending time with the family. Some encounter...
by David Zohar | Feb 24, 2020 | Estate planing, heritage, Investment, Wealth management, wealth transfer
“Cottages often hold a lot of sentimental value to families and is the home to a lot of great memories. Many cottage owners would like to see their children and grandchildren get the same joy from the property that they did, even after they are gone.” This...