Tracey Marshall

Tracey Marshall

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Month: September 2019

Understanding Living Benefits

For months my siblings and I have been researching, touring and vetting Assisted Living Retirement Communities for our mother.  As a planner, I have always known the importance of having enough money to cover this type of care for when…

Tracey Marshall September 27, 2019 Uncategorized Read more

Getting Divorced & Dividing Assets

When you split up with your spouse you will need to divide your assets evenly. The division of assets upon relationship breakdown is a provincial/territorial concern and there are variations across the country depending on where you live. There are…

Tracey Marshall September 20, 2019 Uncategorized Read more

Common Estate Planning Mistakes

Although most people (78%) have no experience in managing an Estate, more than 80% of us choose a family member or close friend as our executor, according to a CIBC poll.  While family and friends may be dependable, more often…

Tracey Marshall September 13, 2019 Uncategorized Read more

Things to Watch for in September

For as long as I can remember August has always been a slow relaxing month – but this August was anything but that for investors.  Volatility hit the highest level thus far in 2019 as trade frictions continued to dominate…

Tracey Marshall September 6, 2019 Uncategorized Read more

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