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 ...
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 ...
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 ...
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 ...
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 ...
The future of Family Businesses in Canada
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. ...
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 ways to build your real estate portfolio without buying property
When most people think about developing their real estate portfolio, they picture purchasing real property (such as a house or a commercial property). While those options are among the most ...