Client stories
Retiring with multiple properties – should Sara and Marc sell, downsize or keep in the family?
How we can help
- Planning for tax obligations in different countries
- Selling at market today vs. the future
- Passing on property to children
A doctor with a new family – when is the right time for Michael to incorporate his practice?
How we can help
- Financial implications of incorporating his practice
- Blended family and common-law considerations
- Integrating financial planning for a child with disabilities
A successful business owner about to retire, but are they considering the full family picture?
How we can help
- Business transition options
- Estate planning for blended families
- Vacation property succession planning
CFO of a public company – What legacy will they leave behind?
How we can help
- Clarifying the tax implications of executive compensation
- Cash flow and tax-efficient planning for the family
- Strategies to enhance charitable giving
Estate planning when one of your loved ones has a disability – what should Alan and Sue consider?
How we can help
- Planning for a beneficiary with a disability
- Planning for a beneficiary who is a spendthrift
- Guidance on family communication strategies
Articles
Startup Founder Series
What Made Us Get Involved In The Startup Community?
Achieving Personal Financial Goals As A Startup Founder
Helping Startup Founders Achieve True Work Life Balance
How Does Our Team Get Involved In The Startup Community
Balancing Financial Demands Based On Business Lifecycle
Key Focus Areas for Founders Planning an Exit
How Startup Founders Can Protect Against Corporate Financial Volatility
Startup Founders - Start Early, Plan Early, Exit With A Plan
Early Financial Priorities for Startup Founders
Taking A Realistic Approach To Personal Finances
Advice To Startup Founders That Are Starting To Think About Personal Finances
As an incorporated business, how can I protect the value of my business through tax and estate planning?
Download our free whitepaper to see how a proper tax and estate plan works with you and your business throughout its life cycle to ensure you are maximizing wealth and minimizing taxes.