If you’re planning to make a large charitable donation before the end of the year, setting up a donor-advised fund could be a great way to give....
Buying your first home is a big step. While it’s an exciting journey, it can also be overwhelming. From choosing the right location to determining your budget, there’s a lot to consider....
Our experts share some of the key considerations for families thinking of passing on wealth sooner rather than later....
In this episode, Luke sits down with Geoff Smith, former CEO of EllisDon....
Becoming a parent is one of life’s most exciting milestones....
Retirement is one of the biggest life transitions any of us will go through, yet we tend to treat it primarily in financial terms. How much money is it going to take to realistically afford to step away from the job?...
Technology, and the evolution of AI, has made it easier for bad actors to identify and exploit their friends, family, coaches, agents, and others around them....
In this episode of “Beyond the Family Business,” Luke sits down with Jen McCain, whose grandfather and great uncle co-founded multinational frozen food company McCain Foods in 1957 in Florenceville, New Brunswick....
In this episode, Luke sits down with Iqbal Kassam, founder of EQ Bank....