Quiet Legacy Planning Group Ltd

Quiet Legacy Planning Group Ltd We are a financial planning firm, specializing in charitable giving.

07/16/2026

We’re building a template and we’d love your feedback!

My Personal Information is a downloadable PDF document that allows you to summarize all the critical information needed for an Executor or Power of Attorney to support you and your estate in the case of an emergency. Check it out on our Resources Page.

RESOURCES Charitable Donations of Life Insurance - CAGP Guidelines Following concerns expressed in recent years by some insurance industry regulators regarding the use of life insurance as a charitable giving vehicle, it was recommended that interested parties establish best practices to ensure appr...

In our experience, estate planning isn’t just about completing documents, it’s about creating a system that works when p...
07/14/2026

In our experience, estate planning isn’t just about completing documents, it’s about creating a system that works when people are overwhelmed, grieving and trying to make decisions quickly. A good plan incorporates as little friction as possible, with each player informed and empowered to get the job done right.

https://www.quietlegacy.com/gone-with-the-wind/



stories that Empower

One minute I was having a normal day at the office, without a worry. A few hours later, my phone is blaring emergency al...
07/09/2026

One minute I was having a normal day at the office, without a worry. A few hours later, my phone is blaring emergency alert messages on repeat, the sky is looking angry and I’m rushing around the house gathering emergency supplies and accessing which corner of the basement might be safest...

stories that Empower

This article is a great reminder of why organized record keeping and careful selection of your estate's executor/trustee...
07/07/2026

This article is a great reminder of why organized record keeping and careful selection of your estate's executor/trustee is soooooooooooo important.

https://allaboutestates.ca/choosing-the-right-estate-trustee-when-poor-administration-comes-at-a-cost/


This blog post was written by Mohena Singh, Associate at Fasken LLP. A recent Ontario Superior Court decision, Flowers v. Flowers, 2026 ONSC 3524, serves as a reminder that one of the most important decisions in any estate plan is the selection of an estate trustee. While many testators instinctivel...

One of the things I admire the most about Henry Dunant was that his final act of charity in his will, was to provide a f...
06/30/2026

One of the things I admire the most about Henry Dunant was that his final act of charity in his will, was to provide a free spot in the Nursing home that cared for him to others in need. Here indeed was a man who lived trust to himself and his belief in compassion to the very end, in every way possible.

stories that inspire

On top of the privacy concerns, it is important to know that AI is capable of spitting out answers that look believable,...
06/27/2026

On top of the privacy concerns, it is important to know that AI is capable of spitting out answers that look believable, but are in fact wrong. Humans too, can do this, but this is why professional training is so vital – we learn from years of experience. I’m sure AI system will continue to improve, but they are not yet ready to take over the role of a planner. And, to be certain, you can’t rely on them for solid advice.

The last few months have seen quite a change in the world, with the rise of Artificial Intelligence (AI) seeming to invade everything from our software, to social media feeds, and perhaps more annoyingly, LinkedIn direct messages. It has certainly attracted its fair share of investor attention too,....

If I can offer one piece of advice, it’s to try your hardest to hit retirement without a mortgage. Once you have a fixed...
06/25/2026

If I can offer one piece of advice, it’s to try your hardest to hit retirement without a mortgage. Once you have a fixed income, the risk of interest rate increases impacting your cashflow become significantly higher. Again, in my experience, most families are best off selling and renting or downsizing than continuing to make mortgage payments.

https://www.quietlegacy.com/home-sweet-home-2/


stores that enrich

One of the things that brings us great joy in our office is finding unique and unusual news articles that tie into our w...
06/23/2026

One of the things that brings us great joy in our office is finding unique and unusual news articles that tie into our work, and finding ways to incorporate them into our summer newsletters. This year, with news headlines describing all the chaos going on in the world, Sarah turned to me and jokingly said maybe we should do something about putting all your money under your mattress for safe keeping. Ironically, her comment triggered my memory of one of my favourite stories of all time.

https://www.quietlegacy.com/keeping-it-under-the-mattress/

One of the things that brings us great joy in our office is finding unique and unusual news articles that tie into our work, and finding ways to incorporate them into our summer newsletters. This year, with news headlines describing all the chaos going on in the world, Sarah turned to me and jokingl...

While AI can appear to be a useful, magical tool in some ways, it can also be highly misleading. Technology is evolving ...
06/20/2026

While AI can appear to be a useful, magical tool in some ways, it can also be highly misleading. Technology is evolving at a rapid pace – but like all tools, AI is just a tool – and none of us would use a drill for a job that calls for a sledgehammer, anymore than we should be taking financial planning advice from our Bridge partners…

https://www.quietlegacy.com/our-robot-overlords-and-one-bridge-game-too-many/


The last few months have seen quite a change in the world, with the rise of Artificial Intelligence (AI) seeming to invade everything from our software, to social media feeds, and perhaps more annoyingly, LinkedIn direct messages. It has certainly attracted its fair share of investor attention too,....

Address

1255 Comissioners Road West, Suite 223
London, ON
N6K3N5

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Quiet Legacy Planning Group Ltd posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Quiet Legacy Planning Group Ltd:

Shortcuts

Share

Category