A well-designed group benefits plan can be critical to attracting and retaining the right talent, as well as keeping employees healthy and productive at work. But… Read More »What stops small businesses from offering benefits?
by Georgia Barrington for Participaction. When we last wrote about the infamous ‘sitting disease‘ we explained how important it is to break up your sedentary time… Read More »9 Healthy Workplace Commandments
Growing your estate without undue market risk and taxes Often we see older investors shift gears near retirement and beyond. Many become risk adverse and move… Read More »The Estate Bond
BY David Wm. Brown and Sarah Brown Starting a conversation about someone’s age is a sure way to be the least popular person in the room.… Read More »Start a family conversation about elder care
Focusing on growth is harder when your co-owners are your relatives by Fred Pidsadny for ProfitGuide.com Family-run businesses are like elastic bands—they can be stretched only so… Read More »The 4 Cs of Conflict-Free Family Businesses
It’s more important than you think Naming a beneficiary is a valuable feature of life insurance and segregated funds policies so it is important to… Read More »Pay Attention to Your Beneficiary Designation
by Katherine Janson for Participaction My brother lived and worked in Switzerland for a decade, and we would often compare notes on what working life was… Read More »Five great reasons to leave your desk at lunch
DID YOU KNOW? It has been estimated that about 1/3 of travelling Canadians leave the country with absolutely no medical coverage; This is dangerous in… Read More »Better Safe than Sorry!
Most Canadian workers would suffer severe financial hardship if they were forced out of work with a disability. In fact, 76% believe that should they… Read More »Workers unprepared for financial impact of disabilities
Here’s how to make it active! Camping is a great way to take a break from the stresses of modern day life – work pressure,… Read More »Considering camping this summer?
Vancouver Location
850-1185 West Georgia St.
Vancouver, BC V6E 4E6
Tel: 604.662.5500
Fax: 604.662.3208
Mississauga Location
500-2800 Skymark Avenue
Mississauga, Ontario L4W 5A6
We specialize in supporting business families by enhancing business continuity while preserving and transferring family wealth. Our approach ensures financial efficiency to sustain and grow your wealth, strategic risk management to protect it, and structured planning for a seamless generational transfer. By fostering accountability and long-term vision, we help secure your family’s legacy and business success.
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