Publications

For business owners, succession planning is often focused on transition – the next chapter of your life. But there’s another side that’s just as critical: continuity....

Wealthier Canadians have no shortage of investments to put into their portfolios, but many want those assets to be sustainable. A 2023 study of high net-worth investors (HNWI) by Capgemini found that 40% of respondents say sustainability impacts thei...