A national study of Canadians with more than $100,000 in investable assets shows that worry over healthcare needs has emerged as the second most important… Read More »Boomers worried about healthcare costs in retirement
On April 21, 2015, Finance Minister Joe Oliver tabled his first federal budget. The provisions of the budget will be of particular interest to owners… Read More »Budget 2015 Highlights
By Anna Sharratt, BrighterLife.ca David Banerjee got a big lesson in water safety when he was seven. On his first canoe trip with his father in… Read More »Stay Safe this Summer
You’re building a $22-million house in Vancouver. You’re a little paranoid, so you’ve put hurricane-proof glass in the windows and specified that all the walls must be… Read More »What’s your property risk exposure?
Tax time is almost upon us and there are some recent changes which will affect many Canadian residents. The important changes to keep in mind… Read More »5 Recent Tax Changes for the 2015 Tax Season
By Anna Sharratt, BrighterLife.ca Prolonged sitting can raise your chances of developing a serious illness — and it may take more than a once-a-week workout to… Read More »Avoid risks of sitting: Stand up for your health!
By Anna Sharratt, BrighterLife.ca Alina Valachi hasn’t forgotten her last trip to Pakistan. “My husband contracted malaria two weeks into the trip,” she says. This… Read More »Travel vaccinations: What to know before you go
33% Transition to the Second Generation If you are an owner in a family enterprise, there are challenges with your business transitioning successfully to the… Read More »Family Business Planning Strategies
By Carla Hindman, Director of Financial Education, Visa Canada Divorce is often referred to as the No. 2 most stressful life event, second only to… Read More »Protect your personal finances during divorce
Vancouver Location
850-1185 West Georgia St.
Vancouver, BC V6E 4E6
Tel: 604.662.5500
Fax: 604.662.3208
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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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