HeyJaredVivian Vassos
- Indexed articles, last 90 days
- 12
- Latest publication
- Sep 30, 2026
- Outlet visibility, for Theglobeandmail
- Top 10K sites
- Earliest in this view
- Jul 9, 2026
Latest articles
I’m healthy and in my 50s. Do I need to plan financially for a major illness? (opens the original)
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Q: I’m healthy and in my 50s. Do I really need to plan financially for a major illness? I also don’t have children to take care of me. We asked Joshua Kalyta, financial planner with Sun Life and president of Kalyta Financial Solutions to answer this one. Yes, says Mr. Kalyta, absolutely, planning is key. And you are not alone. According to Statistics Canada, 17 per cent of women aged 50 and older have no biological children; although the same data is not collected for men, it’s estimated that th
How do we set up a trust to leave our vacation home to our kids? (opens the original)
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We want to leave our vacation home to our children when we die. How do we go about incorporating a property into a corporation and setting up a trust? We asked Derek Hambly, estate and trust consultant with Scotiatrust, to answer this one. Between 8 per cent and 11 per cent of Canadians own a vacation home, according to Statistics Canada. And, with the great transfer of intergenerational wealth well under way, the question of how to strategically pass it on comes up more often in financial plann
How should ‘longevity planning’ factor into my financial plan? (opens the original)
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Q: I’ve heard a lot about “longevity planning.” It’s a common word used in health, but what about in money matters? How can I protect my future self first? I am 59, in great health and am considering retiring at 63. I have approximately $800,000 in an RRSP and have worked full time most of my adult life, but do not have a company pension. We asked Leanne Kaufman, president and CEO of RBC Royal Trust, to answer this one. Longevity planning may sound like a health care concept but, according to Ms
We want to hand down the family cottage. What do we need to know about capital-gains tax? (opens the original)
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Q: Our family inherited a cottage. We want to keep it and hand it down to the next generation, but are concerned about the impact of a capital-gains tax on our finances. What are our options? We asked Jennifer Watson, managing partner at Watson Investments and portfolio manager at Watson Securities of Aligned Capital Partners, to answer this one. There are a number of considerations when it comes to financial planning around a family cottage. Ms. Watson broke down the key concerns and points to
What financial steps should I take to protect my family in case something happens to me? (opens the original)
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Q: I’m caring for aging parents and my kids are entering college, so they are still dependent. How do I prepare financially in case something happens to me? We asked Chris Salmans, a financial planner at Sun Life, to answer this one. “I can relate to your question with three kids of my own, and a widowed father who needs support,” Mr. Salmans said. “This can sometimes feel like I’m walking a tightrope being pulled from one important moment to another, hoping I don’t fall, while trying to make su
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For Theglobeandmail, the outlet · Measured Aug 1, 2026
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