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Keeping it in the Family: Estate Planning for Business Owners

Keeping it in the Family: Estate Planning for Business Owners

Running a family business isn’t just about today—it’s about building something that lasts for generations. That’s where estate planning comes in. It’s not just about legal documents and tax strategies; ...

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Estate Planning During Major Milestones: What to Know When Remarrying

Estate Planning During Major Milestones: What to Know When Remarrying

Ontario’s estate laws have significantly changed in the last few years, making it much more important to review your will after serious life events like a re-marriage or separation.   While ...

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Financial Powers of Attorney (POAs) Explained: Securing Your Assets for the Future

Financial Powers of Attorney (POAs) Explained: Securing Your Assets for the Future

Life is full of unexpected events, and sometimes these can severely impact your ability to manage your financial responsibilities – especially if you own a business. This is where a ...

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Succession Planning: A Practical Guide for Entrepreneurs and Family Businesses

Succession Planning: A Practical Guide for Entrepreneurs and Family Businesses

Succession planning is a critical yet often overlooked aspect of running a successful business, especially for entrepreneurs and family-owned enterprises. The intricacies of transitioning leadership and ownership require thoughtful consideration, ...

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How the Next Generation Can Ensure a Smooth Leadership Transition

How the Next Generation Can Ensure a Smooth Leadership Transition

Succession planning is an essential part of a business’s lifespan – one that’s often overlooked. A study by the Family Business Institute found that only around 30% of family businesses ...

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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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