DIRECTIING YOUR ESTATE
Q: What's the problem with having a Safety Deposit Box?
A: Sometimes it gives a false sense of security. more | pdf
A WINNING PEOPLE PLAN
Falling somewhere between priority and requirement, a Strategic HR Plan is critical to any successful business. more | pdf
QUEST FOR THE BEST
Whether the aim is to be recognized for social activism, eco-friendliness, or 360' of humanities... more | pdf
YOUR WILL
Just like Rambo or Rocky, Estate Planning has many sequels - each with their own knock out punch.
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HELP, I NEED SOMEBODY
Not just anybody... (Beatles). Whoever said asking for help was a sign of weakness, was so wrong. more | pdf
COMING TO TERMS
One of the first duties for an Executor is to establish the validity and legality of the Will. more | pdf
FEAR FACTOR "X"
What's the scariest monster?
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IT'S ALL RELATIVE
We all know it's not nice to say the "N" word...but is Nepotism as bad as we've made it out to be?
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TFSA vs RRSP
Savings & Retirement Savings Plans. I can see the difference. Can you see the difference?
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THE BUSINESS SELFIE
No airbrushing, no touch-ups. Are you ready for your close-up? more | pdf
RESOLVE TO SOLVE
How about committing to a mind set and not a ‘something’?
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BEATLE BESTIES
Friends are great but they don't always make the best financial advisors.
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PEOPLE ARE KEY
Ever lose your keys? Frustrating, isn't it?
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TALENT-ED
For talented succession, begin with the end in mind.
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A DIGNIFIED APPROACH
Take control and create a life of later years, filled with dignity.
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DISSECTING DISSONANCE
Make more money on investments and achieve greater peace of mind.
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KEY MAN TREASURE TROVE
A Twist on Golden Handcuffs, Carrots, and Watches
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EMBRACING INTUERI
An introduction to our SevenStep process.
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AVOIDING ENGINE FAILURE
5 signs your people practices need a little work. more | pdf
PROTECTION FROM POTENTIAL?
Potential Creditor Protection isn't new, but it could be necessary. more | pdf
DREAMING & DOING
Strategic Planning is about more than just contemplating big shiny binders on a shelf. more | pdf
LOVE & TRUST
Inter-vivos vs. testamentary. Test your Trust knowledge and learn a few things while you're at it. more | pdf
ARTFUL DODGING
Common wealth and estate planning mistakes - avoided.
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GENERATION RACE
Boomed & Echoing or Millennially challenged? How prepared are you for your big day? more | pdf
BALANCE OF TRUST
For the relationship to be truly beneficial, both parties must be accountable. more | pdf
RRSP CONUNDRUM
Every financial instrument comes with pros & cons in set-up, admin, and closure.
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TIME & TIDE
In life there are few things we can truly control. Maybe the old adage should be Death, Taxes & Illness. more | pdf
BANGING THE DRUMS
What are the proficiencies of someone in peak performance condition? Is it the same in business as in sports? more | pdf
It's Time for a New Perspective
Through our Eyes
For us, it's all about Perspective.
Keeping things in...
Looking from a different...
Taking an opposing...
Acknowledging changes in....
With it we achieve synergy, optimization, and peace of mind.
We are pleased to share some of our thoughts on a variety of topics. We hope you enjoy them and find inspiration to take your planning process to the next level.
PLANNED GIVING STRATEGY
Instead of CA$H, how about donating a life insurance policy to a charitable organization? more | pdf
MAKING IT WORK
Over a lifetime many Canadians will transition to new employers or new types of work... more | pdf
TIES THAT BIND
Will a family enterprise be prepared for the push-back when it’s time to bring someone new into the fold? more | pdf
PAVING THE WAY
A Gift to You: Mr/Mrs Business Owner. more | pdf
THAT LIGHTBULB MOMENT
The light bulb isn’t what it used to be, neither is the employee. Why Innovation is Critical. more | pdf
SURVIVAL TOOLS FOR BUSINESS OWNERS
Anyone with survival training will understand the value of the Swiss Army Knife. more | pdf
SLEEP WELL AT NIGHT
How do you keep that "bad" offspring or "evil" son-in-law from getting their hands on your Estate?
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A TALE OF TWO NEIGHBORS
What's happening in 2014, and why? more | pdf
NEW TRUST REGIME
Every financial instrument comes with pros & cons in set-up, admin, and closure.
more | pdf
MORE TO YOUR ESTATE
Your Estate may not be of a size that makes headline news but it is probably more impressive than you realize. more | pdf
ENHANCED RETIREMENT CONCEPTS
Can traditional savings / retirement plans alone provide enough income for your lifestyle? more | pdf
HEIR TO YOUR THRONE
Many small businesses cited succession management as a top challenge faced by family owned operations. more | pdf
MANY KEYS, ONE KINGDOM
Make the interest you pay - work for you. 4 general principles for interest deductibility. more | pdf
CUSTOMIZED RETIREMENT
Golfing daily /weekly. Exotic vacations twice/year or once every five. The difference is the planning put in place today. more | pdf
YOUR HR SCORECARD
Successful businesses operate with a business plan. When was the last time you reviewed yours?
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10 WAYS TO REDUCE YOUR TAX BILL
When there is an income tax, the just man will pay more and the unjust less. more | pdf
THE NEXT WAVE
The wave of retirement among business owners over the next few years could pose significant risk our Canadian economy. more | pdf
THE ART OF FINANCIAL PLANNING
CFPs focus on planning and advising; often working with a team of other professionals... more | pdf
7 DEADLY SINS: DIVORCE
As many as half of all marriages will not see the sun set on forever. more | pdf
FIND JOY WITH CHARITABLE GIVING
"We make a living by what we get, but we make a life by what we give." more | pdf
THE PROVERBIAL THREAD
The middle class are walking a financial tightrope, and no collection or GoFundMe page will save them. more | pdf
WHERE IS YOUR FINISH LINE?
The problem is most Canadians have no idea what their RRSPs will do for them in their retirement years. more | pdf
FAMILY SUCCESS
5 tips to consider when succession planning for the family business. more | pdf
LIVING ON THE EDGE
Insolvency - the inability to pay or service one’s debts and in some cases, a precursor to bankruptcy. more | pdf