Leaving a Lasting Legacy
By J. Denise Castonguay Most successful business people feel a strong desire to give back, but what is the best way to make a meaningful… Read More »Leaving a Lasting Legacy
By J. Denise Castonguay Most successful business people feel a strong desire to give back, but what is the best way to make a meaningful… Read More »Leaving a Lasting Legacy
by Anne Levy-Ward, BrighterLife.ca You get a call from your doctor’s office to come in and discuss some test results. “Let’s get right to… Read More »My Doctor Says I have Diabetes – now what?
By Catherine Cameron April 21st, 2014 At ParticipACTION, we’re urging Canadians to, Park the Car. Why? Because eight-five per cent of Canadian adults aren’t active enough to meet… Read More »Six reasons to use your bike for transportation
By Carla Hindman, Director of Financial Education, Visa Canada A fast growing and ominous crime in Canada today is identity theft, where someone steals your… Read More »Protect Yourself Against Identity Theft
The equity markets of the past four years plus the prevailing low interest rate environment have combined to have a dramatic effect on the Canadian… Read More »Guaranteed Level Cost of Insurance – Get it While You Still Can!
The Canadian income tax system is structured in such a way that taxpayers and their estates are often liable to pay significant taxes upon their… Read More »A Well-Structured Will
For many Canadians the majority of their wealth is held in personally owned real estate. For most this will be limited to their principal residence… Read More »Estate Planning Tips for Real Estate Investors
by Larry MacDonald for Money Sense Magazine At the start of the year, the annual contribution limit for Tax-Free Savings Accounts rose by $500, allowing… Read More »Are TFSAs only good for the rich?
Whether your estate is large or modest, it is always a good idea to review your estate plan regularly to ensure that it continues to… Read More »Reviewing Your Estate Plan
By BrighterLife.ca Is the coughing in the next cubicle making you nervous? With the annual cold and flu season in full swing, it’s hard to stay… Read More »Sick on the job: 10 ways to stay healthy at work
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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