Monthly Newsletter

Featured monthly newsletter with content from subject matter experts.

Make better investment choices by understanding and reducing bias.

Read more »

Appointing an Executor

Read more »

Do you have a succession plan for your business?

Read more »

Love and Marriage and… Contracts

Read more »

Who will take care of my pets when I die?

Read more »

War of the Surviving Spouses – Who Gets the Pension?

Read more »

Tax Planning Using Private Companies

Read more »

Your legacy in motion: The benefits and risks of early wealth transfer

Our experts share some of the key considerations for families thinking of passing on wealth sooner rather than later....

Read more

"Beyond the Family Business" with Luke Hansen-MacDonald: From Family Business to Employee Ownership | Geoff Smith, EllisDon

In this episode, Luke sits down with Geoff Smith, former CEO of EllisDon....

Read more

Spin Master’s Ronnen Harary on taking risks in your 20s

From selling a novelty product on the streets of Toronto to building the company behind PAW Patrol, Ronnen Harary's career offers a masterclass for young entrepreneurs....

Read more

Checklist of financial considerations when starting or growing your family

Becoming a parent is one of life’s most exciting milestones....

Read more

Are you emotionally ready for retirement?

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?...

Read more

Why protecting your wealth means protecting your inner circle

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....

Read more

Beyond the Family Business with Luke Hansen-MacDonald: Investing for Purpose and Profit | Jen McCain, Irie Capital

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....

Read more

Beyond the Family Business with Luke Hansen-MacDonald: Lessons from Vancouver Investor & Founder of EQ Bank | Iqbal Kassam, Zynik

In this episode, Luke sits down with Iqbal Kassam, founder of EQ Bank....

Read more

Planning for the family vacation property

Designing a succession plan for the future ownership of your family vacation property can be challenging, especially because these properties often hold tremendous sentimental and monetary value....

Read more