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Wealth Management & Estate Planning
Family and corporate governance: A powerful combination

Family and corporate governance: A powerful combination

One of the most valuable qualities that family businesses share is intimacy – that is why family and corporate governance is so important. Not only do the team members know ...

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How to minimize or defer taxation on your trust’s 21st anniversary

How to minimize or defer taxation on your trust’s 21st anniversary

At the 21 year mark, a trust is deemed to have disposed all of its assets at fair market value. And while that doesn’t mean that the beneficiaries lose the ...

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Ownership transition strategies: 4 factors to bridge the generation gap

Ownership transition strategies: 4 factors to bridge the generation gap

If there is a single constant in the world of business, it’s change. Savvy and successful business owners know that when things get a little too comfortable, it’s often a ...

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The non-resident’s guide to Canadian real estate

The non-resident’s guide to Canadian real estate

Economic and political stability. Low unemployment rates. Excellent health care. It’s no wonder why so many people from across the world choose Canada as their ideal location for real estate ...

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Building a legacy wealth plan: Strategic planning expert Jonah Bidner shares what you need to know

Building a legacy wealth plan: Strategic planning expert Jonah Bidner shares what you need to know

In this uncertain time, the last thing you need to worry about is the future of your legacy wealth plan. It’s impossible to accurately forecast everything that will take place ...

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6 key facets to a successful family enterprise

6 key facets to a successful family enterprise

A family enterprise can be recognized today as an important and distinct organization in the world economy, operating in every country. Although family businesses have been described as unusual business ...

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Prescribed rate reductions could mean savings for your family

Prescribed rate reductions could mean savings for your family

Back in April of 2018, the prescribed rate increased from 1% to 2%. Previously, the rate had remained stable for several years, aside from a brief hike for one quarter ...

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Your estate trustee needs these 7 qualities

Your estate trustee needs these 7 qualities

Selecting a trustee or executor for your estate is among the most important decisions you’ll make in the estate planning process. Many people automatically assume that the role should be ...

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5 essential qualities to seek in a trusted advisor

5 essential qualities to seek in a trusted advisor

Being a business owner means having to take action in the face of uncertainty. No matter how much education you’ve amassed, or how many years you’ve been in business, to ...

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  • Home
  • About
    • Our Leadership
    • Careers
    • Case Studies
    • In The Community
    • Contact Us
  • Services
    • Audit and Accounting
    • Corporate Finance Services
    • Corporate Recovery and Insolvency
    • Corporate Turnaround Management
    • Cross-border services: Israeli Companies
    • Estates and Trusts
    • Family Business Office
    • Going Public (IPO)
    • High Net-Worth Individuals
    • International Business
    • Owner Managed Business: Maximizing your potential
    • Personal Insolvency and Proposals
    • SR&ED and Government Incentives
    • Succession Planning
    • Tax Planning
    • Wealth Management
  • Industries
    • Emerging Industries: Cannabis and Psychedelics
    • Sports and Entertainment
    • Financial Services
    • Healthcare Professionals
    • Manufacturing
    • Charities and Not-for-Profits
    • Real Estate, Mortgages and Development
    • Retail
    • Technology and Start-ups
    • Warehousing and Distribution
  • Insights
    • Announcements
    • Cannabis
    • Corporate Finance and Management
    • Corporate Tax
    • Cross Border and International Tax
    • Emerging Industries
    • Entrepreneurship
    • Estates & Trusts
    • Events
    • Family Business Library
    • Healthcare
    • IFRS
    • International Business
    • Media
    • Mergers and Acquisitions
    • Personal Tax
    • Psychedelics
    • Real Estate
    • Springbank Capital
    • Technology & StartUps
    • Turnaround & Restructuring
    • Wealth Management & Estate Planning

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