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Discover practical insights on financial planning, investment management, and wealth preservation. Stay informed and make confident financial decisions with our expert guidance.

Financial planning insights and guidance

March Market Newsletter: Market Conditions, Tariffs, and Political Uncertainty

The first quarter of 2025 has ushered in a period of heightened volatility across asset classes, driven by an increasingly complex global trade environment, shifting political landscapes, and signs of economic deceleration....

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Assembling the Right Advisory Team for a Business Sale

Navigate the complexities of a business sale with the right advisory team. Learn how wealth advisors, tax professionals, legal counsel, and M&A experts collaborate to maximize value and minimize risks....

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Life After the Sale: Strategic Wealth and Legacy Planning

Life after selling your business brings new opportunities and challenges. Learn how strategic wealth and legacy planning can help you maximize sale proceeds, preserve wealth, and align your financial goals with your aspirations....

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Economic Impact of US Tariffs

The Trump administration has reignited trade tensions by implementing a sweeping set of tariffs that will significantly impact the economic landscape of North America....

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The Emotional Journey of Selling Your Business

Selling your business is an emotional journey as well as a financial one. Learn how to navigate challenges like letting go of control, balancing family dynamics, and preserving your legacy with clarity and confidence....

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February Market Newsletter

The past month has been marked by significant economic developments on both sides of the border, with trade tensions, central bank policies, and market performance dominating headlines....

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Structuring the Sale: Financial and Tax Implications

Discover the financial and tax implications of different business sale structures. Learn how to balance seller and buyer priorities, minimize tax liabilities, and achieve your financial goals with a well-structured deal....

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A Renewed Era of Trade Wars

President Trump’s post-inauguration trade policies have reignited global economic tensions, imposing sweeping tariffs on Canada, Mexico, and China. These measures have triggered market volatility, inflationary pressures, and retaliatory actions....

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Streamlining Operations to Attract Buyers

Streamlined operations increase business value by reducing risks and enhancing profitability. Learn key strategies to optimize processes, build a strong team, and leverage technology to attract buyers and secure a successful sale....

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Maximizing Business Value for a Profitable Sale

Unlock your business’s full potential with strategies to maximize its value. From financial performance to operational efficiency, discover how to attract buyers and achieve a profitable sale....

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