You've worked hard to save some money. Now, how do you ensure that you're getting the most out of it? What about estate planning, so that your children can enjoy it too?
You asked Warren MacKenzie, CEO of Weigh House Investor Services, your estate-planning questions in an earlier online discussion. You can replay the discussion by clicking on the live blog box below.
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Mr. MacKenzie has been providing investment advice to Canadian families since 1987. Prior to forming his own company, he was a senior vice president and financial advisor with two of the country's largest securities firms. He has written The Unbiased Advisor and co-authored New Rules of Retirement.
He holds Bachelor of Arts and Bachelor of Education degrees from Saint Mary's University in Halifax, Nova Scotia. After earning his Chartered Accountant (CA) designation, he joined a national firm of chartered accountants. During his 12 years in public practice, Warren managed his own accountancy firm and worked as a trustee in bankruptcy. His professional accreditations include Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA) and Certified Hedge Fund Specialist (CHFS).