Is it too risky to travel?
When it comes to your insurance, is it too risky to travel and what is the impact for those that have travelled or plan to do so? more…
The Certainty of Uncertainty
As you navigate the ongoing impacts of covid-19 in your life, family, and business, I want to encourage you to not lose sight of the strategic and planning issues that will be the most important factors over time in determining the long-term success and sustainability of the things you care most deeply about. More…
The Charity Capacity Gap
Although all registered charities can issue donation tax receipts, not all charities can handle significant estate donations or receive more complex assets.
What should estate donors look for in a charity? More…
Keeping the Family Cottage in the Family
Those planning to pass on the cottage to their children may not realize the potential tax bomb that awaits…more
Estate Planning for Private Businesses
One of the most valuable assets business owners have is their private company shares. When an owner passes away, much of the company’s value will be eliminated by taxes. A proper estate plan can reduce unnecessary taxes. More…
The Complete Puzzle: The Benefits of Bundling
The world is full of uncertainty, and many of us turn to life insurance to provide a safety net for our loved ones and ourselves. But sometimes life insurance is not enough to cover all of life’s uncertainties – like the financial need that an unexpected illness or accident can cause. Combining different types of insurance into one convenient bundle can give you and your family peace of mind knowing your needs are more fully covered…more
New Philanthropy
New Ideas for Philanthropy in Canada 2020
What if you were hit by a bus?
What if you were “hit by a bus”? Would your business survive in your absence? Would it continue to grow and even thrive? What about the people who depend on it for an income, or benefits? As a business owner it’s important to prepare for the worst and hope for the best. Corporate Insurance has an important role to play in your business. Read More…
Sparking Successful Conversations
A discussion on family business transition tools for talking about tough issues. Family business is a fun jam of the family system and a business system. Certified coach and author, Elaine Froese has experienced 40 years of growth in her family business. She’s coached many families through the emotional communications of courageous conversations and won 3 awards for her work. Filmed June 12, 2019
Shareholders Agreements
What happens if your business partner becomes ill, disabled, or even dies? Will your business survive? What about their family? Watch this video to learn about the importance of Shareholders Agreements.