Beneficiary vs creating a Joint Account
Mike PlumePublished on: 29/04/2026
Shortfalls of creating a Joint Bank Account, and why you should use a Beneficiary Designation
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Mike Plume
Achieving Efficient Wealth Transfer Through Segregated Fund Contracts
Mike PlumePublished on: 25/09/2024
In this blog we will look at using segregated funds as an efficent wealth transfer vehicle.
Efficient Wealth Transfer using Segregated Funds
Mike PlumePublished on: 04/03/2024
In this blog we will look at the efficient, streamlined transfer of wealth using segregated funds and their ability to bypass probate, offer creditor protection, etc.