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What to do after selling your business

  • by slindell
  • February 10, 2015

By James Dolan The contract is signed. The cheque is cashed. Your business has been sold or you’ve been given a golden handshake. Now what? It’s… Read More »What to do after selling your business

TFSA or RRSP?

  • by slindell
  • February 10, 2015

One of the most common investment questions Canadians ask themselves today is, “Which is better, TFSA or RRSP”? Here’s the good news – it doesn’t… Read More »TFSA or RRSP?

Twelve key documents you need to gather

  • by slindell
  • January 18, 2015

By Brenda Spiering, Editor,BrighterLife.ca Can you imagine what would happen if you died and your beneficiaries didn’t know where to find your will? Or your… Read More »Twelve key documents you need to gather

Is it Time for your Insurance Audit?

  • by slindell
  • January 18, 2015

Has it been awhile since you last looked at your insurance portfolio? Are you a little sketchy in your recollection of all the coverage you… Read More »Is it Time for your Insurance Audit?

Go Play Outside

  • by slindell
  • January 11, 2015

You always hear lamentations about what a chore exercise is and how it’s so hard to drag yourself to the gym.  If you don’t love the… Read More »Go Play Outside

Segregated Funds: Investing With A Safety Net

  • by slindell
  • December 15, 2014

Investing today is not for the faint of heart.  Fortunately for Canadians, segregated fund products offered by many life insurance companies provide a safety net… Read More »Segregated Funds: Investing With A Safety Net

The benefits of year-end charitable donations

  • by slindell
  • December 15, 2014

By Anne Levy-Ward, BrighterLife.ca If you’re like many Canadians, your mailbox is jammed in the holiday season with greeting cards, mail-order catalogues, promotional calendars, sale… Read More »The benefits of year-end charitable donations

Steve Jobs limited his kids’ screen time. Can I?

  • by slindell
  • December 10, 2014

By Rachel Shantz I read a great article that appeared in the New York Times, which reveals how some of the biggest leaders in the tech… Read More »Steve Jobs limited his kids’ screen time. Can I?

A Breath of Fresh Air: Creating a Smoke-Free Reality

  • by slindell
  • November 19, 2014

A nagging cough. Constant fatigue. Smelly clothes. Empty pockets. These are just a few reasons why most people want to quit smoking. More importantly, Tobacco-related… Read More »A Breath of Fresh Air: Creating a Smoke-Free Reality

Don't Wait Too Long to Convert Your Term Insurance

  • by slindell
  • November 18, 2014

If you require permanent life insurance coverage for family, estate planning, business, or tax planning purposes or you just wish to accumulate money in your… Read More »Don't Wait Too Long to Convert Your Term Insurance

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Recent News

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Carney Cans Capital Gains Tax Increase

Unlocking Trapped Surplus in a Corporation

Leave Your Business? It’s Inevitable

Optimism: A Friend and a Foe of Business Continuity Planning

About Us

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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    • Our Clients
      • Business Families
      • Business Owners
      • Executives
      • Professionals
      • Case Stories
    • Our Approach
      • Life Insurance Value Optimization
      • Business Continuity
      • Exit Planning
      • Employee Benefits
      • Purposeful Wealth Transfer
    • About Us
      • Our Team
      • Our Story
      • Multi-Disciplinary Team
      • The Business Family Advisor
      • The Trust Breakthrough
      • The Empowered Confidence Process
      • The Dangers
    • Insights
    • Careers