Educational Content

The creation and solidification of generational wealth is an aspect of financial planning that entails a lot of consideration....

Taxes are complicated, the Income Tax Act in 1917 contained a total of 3,999 words.  Fast forward to 2016 and the Income Tax Act has ballooned to over a Million words in length. ...

Diversification is the risk management strategy of creating a mix of various investments within a portfolio with different characteristics to reduce volatility....

We work with a talented and trusted group of partners to assist us in our investment decision process. We lean on their insights to provide us with macro and micro trends spanning economic status and trajectory, specific industry landscapes and indiv...

Legacy is something that is truly unique to everyone. It is something that we do not necessarily directly focus on as we deal with our daily routines. We have found it is something that becomes increasingly important as we reflect and search for mean...

Selling a business? Wondering what comes next? What might that transition look like for you?...

Having generational wealth comes with a unique set of considerations that the average family may never fully experience. Many of these considerations are a biproduct of the money, rather than decisions about money....

A Will is not a succession plan; understanding the estate administration process and the planning that needs to be in place to protect your business and ensure a smooth transition is key. We review the critical points and most common concerns that ne...

Post-mortem strategies are essential in helping a business owner reduce tax at death. If no strategies are implemented, a shareholder’s estate and/or beneficiaries will face double and even possible triple taxation....

For most business owners, selling a business is a once in a lifetime transaction. Our experts will provide guidance on preparing your business for sale to maximize the value of your company and minimize the tax....