money management

Estate Plans and Your Children

Posted on: November 7, 2022

After spending a lifetime managing your money to ensure that you actually have something to leave to your heirs, there are some questions that might naturally spring to mind. How much should you leave them? Should you make arrangements to give it to them while you're still alive? More importantly, will giving them a large sum of money actually help them or set them up for failure? These are just three of the most important things you should consider before setting up your estate distribution plan.

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estate planning

inheritance

money management

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Helping Elderly Parents Manage Their Money

Posted on: September 11, 2017

It is always a difficult transition when people move from being the ones taking care of their family to the position where their family takes care of them. This is especially true when it comes to finances.

Because these changes usually happen very gradually, many adult children do not immediately recognize the need their parents may have for additional help with managing their finances. In many cases, aging parents simply don’t feel comfortable asking children or other family members for help.

Tags:

retirement planning

money management

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Testimonial

Shafik has been successfully handling our investments since 2011. He has been very helpful and patient with us and our portfolio has evolved and grown over time. We look forward to working with Shafik to harvest our investments as we transition into Retirement.

Don & Linda

We have been working with Shafik for a couple of years now. We are grateful to have found a fantastic advisor whose investment philosophy fits with our financial goals and who approaches risk with a business mindset. It's been a great relationship and we appreciate his financial insight.

Maritin & Julie

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You are more experienced now, your bank account is larger,...

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During the last market downturn a few years ago, retirees who...

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If you are just starting out, it’s easy to get off on the...

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Aligned Capital Partners Inc. ("ACPI") is a full-service investment dealer and a member of the Canadian Investor Protection Fund ("CIPF") and Canadian Investment Regulatory Organization ("CIRO"). Investment services are provided through ACPI (or) Shafik Hirani's Private Wealth Management Practice, (if applicable) an approved trade name of ACPI. Only investment-related products and services are offered through ACPI (or) ACPI/ Shafik Hirani's Private Wealth Management Practice and covered by the CIPF.

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money management

Estate Plans and Your Children

Helping Elderly Parents Manage Their Money