Exclusive Services. Powerful Wisdom. Connected Talent & Resources.
The monetary value of a property or business
Ownership and the right to share in future profits or appreciation in value
The quality of being fair or impartial
Power is Earned
We know what it takes to create and wield the power of wealth.
You Built It
You’ve done what it takes. Now, thanks to your success, there are many options available. Your business, your wealth, your successor, your family, and you are all connected. Success or failure in one, impacts all others. How can you be sure you are making the best choices possible?
You’re Taking Over
It’s your turn to lead. Your business family’s equity will be in your hands. Do you have what it takes: the vision, the plan, the team, the skills, the confidence? Is your predecessor prepared; willing and ready to let go? Are you ready to protect and grow the equity being entrusted to you?
Choose With Confidence
Protect Equity In Transition
For nearly 40 years, hundreds of Canada’s most successful business families have trusted Keith Brown and the Financial Confidence™ team to prepare them for the future and ensure business continuity. Our approach encourages effective collaboration with and among your trusted advisors (accountants, lawyers, counselors and business consultants) and key stake holders (successors, senior managers/executives, and family members). Together, we create and continuously manage multi-generational, business family governance. We deliver the confidence you need to grow your businesses, solve complex issues, transition leadership, secure your future, reduce taxes, and implement efficient estate plans.
Lead With Confidence
Empower Your Success
Ensure Business Continuity
Thrive Beyond Transition
Just like yours, ours is a multi-generational business family. We know the ability to lead with confidence comes from having a clear transition path to follow, absolute clarity about the role you will play during and after transition, and a practical and harmonious business and family governance structure. We also know your ability to lead with confidence depends on trusting yourself and earning the trust of others. That’s why we work directly with business family successors to ensure they acquire the skills they need, define and express their vision for the future, and play an essential role in the development and realization of a succession plan.