Family businesses in Canada have come a long way from their humble beginnings. Far from simply representing a few scattered enterprises, family business is the backbone of the Canadian economy. ...
5 reasons why your family needs a financial advisor
If you think that the effect of your financial life remains within the confines of your bank account, think again. A study[1] has recently proven that the perception of financial ...
Planning Your Legacy: A guide to preserving and growing your wealth
It’s impossible to accurately forecast everything that will take place in your future. It’s a fact of life that we exist in uncertainty, placing one foot in front of the ...
4 reasons to consider working with an Estate Trustee During Litigation (ETDL)
During the course of our lives, we do our best to plan ahead for what will eventually take place when we pass away. In an ideal world, an estate plan ...
4 reasons why your family business needs a succession plan advisor
58% of business owners do not have a succession plan[1]. Can you guess what the single biggest reason is for setting aside that task? 78% of respondents say that they’ve ...
Succession planning and tax planning: two of a kind
Small business owners have a lot on their plates. A smaller team means in many cases that the owners have to wear multiple hats, playing several different roles at once. ...
5 big reasons to review your financial plan annually
Creating an effective financial plan takes thought and careful preparation. Once your plan is complete, and the steps towards your goals are set in motion, it’s tempting to check the ...
Estate Planning: Best conducted early, and often
Remember the fable about the ant and the grasshopper? The grasshopper hedonistically enjoys the summer and perishes when the winter arrives. Meanwhile, the ant works hard to prepare for winter ...