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Anna Dickson

Investment Advisor

Toll Free: 1 800-664-9230
Tel: 613-498-2727
Fax: 613-498-2946

Anna Dickson
Sharla VanderVliet

Address
BMO Nesbitt Burns
1 Court House Square
Brockville, ON
K6V 3X2
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Volume 1: Focusing on Business Owners

Business owners invest so much into their businesses – emotionally, physically, and financially. With so much at stake, it is important that the business is set up to succeed. This two-part series focuses on key considerations that relate with the life cycle of the business and its owner. The magazines highlight several topics, strategies, and solutions for the owner to consider when balancing personal wealth management with the needs of their business ventures.
 

 

View Issue 1 here
View Issue 2 here

 

Volume 2: Wealth Connects the Generations

Over the next decade, $1.1 trillion in wealth will change hands during the largest 10-year wealth transfer in Canadian history.1 We’re not only seeing a shift in the ownership of funds, but the process for transferring wealth is also evolving as money moves from one generation to the next. Navigating this can be difficult and will require families to communicate and plan together to prepare heirs for their future inheritance.
 

There is a tremendous opportunity for individuals or families to think more proactively about legacy and estate planning for future generations. This magazine focuses on issues that impact the successful transfer of wealth from generation to generation.
 

View Issue 1 here