Life Insurance is always about someone else or something else Examples: support for a family member or elimination of a debt. In later years, savings and planning may wipe away these obligations. But there are protection plans that last a lifetime and can provide useful...
Your Trusted Advisor will work with you for many years, perhaps a lifetime. Along with every aspect of your finances, you will discuss personal issues, goals and challenges, and your future. This concerns all the money you have, a lifetime of hard work. Whether this...
Otto von Bismarck created the first pension—retirement from the army was set at age 65—for the 19th century, a daunting longevity. Today upon reaching 65, you may need to provide another 20+ years. The money you worked so hard to earn and save must work harder...
It might feel as if everyone is paired off. But if you’re single, you’re part of a fast-growing demographic. In fact, the number of people living alone in Canada has doubled over the last 35 years.[1] A one-person household is now the most common type...
For many women, engagement is a time of excited anticipation. You’re happy in love, planning the wedding of your dreams and dreaming of your new life. But engagement is also a tremendous opportunity to work together with your in a new area. According to a recent...
Losing a spouse can be one of the most traumatic events in a woman’s life. But with women living longer, on average than men, it’s likely to happen. In fact, many widows have many happy, healthy years without their partners. Circumstances do vary, but there are...
Living Longer, Living Better Obituaries and biographies are a longer read today than ever before. Advances in medicine, health, and nutrition have allowed people to live active lives well into their 80s and 90s. Indeed, it is possible to become the living ancestor of four –...
While 77% of surveyed family businesses reported that they have conflicts among family members, just 13% of those businesses have a conflict resolution process in place.[1] No matter how professional the business side of a family business looks, the family side can get messy. Much is...
In today’s crowded marketplace, purpose is a great way to get noticed. It differentiates you from your competitors. It communicates your values. And it creates meaning. But when it comes to a family business, the purpose is only valuable if it’s a shared purpose. Why do...
There’s a big shift coming. Half of Canadian first-generation businesses expect that the next generation will be taking the reins over the next five years. Yet only about one-third of Canadian family businesses have a formal succession plan in place.[1] The road to that succession plan can...