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Strategies for Passing Down the Family Cottage

Strategies for Passing Down the Family Cottage

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...
5 Money Moves to Make Before Your 30’s

5 Money Moves to Make Before Your 30’s

by David Zohar | Feb 13, 2020 | Investment, Wealth management

“It is easy to neglect your finances in your twenties but there are a few fantastic money-related opportunities that you could be missing” Paying a little attention to your financial situation now can give you a serious head start on retirement and...

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