Insights
Monthly wealth-building insights delivered right to your inbox.
Sign up for our monthly newsletter filled with wealth-building tips, news, and insights.
Do I Still Need Life Insurance After Retirement?
Life insurance after retirement can help Canadians manage estate taxes, preserve family assets, and support tax-efficient wealth transfer.
What Happens If My Kids Don’t Want the Family Business?
If your children do not want the family business, you are not alone. Succession planning can help protect your family and business value.
How Much Tax Will My Estate Owe on My Corporation When I Die?
In Canada, death can trigger tax even if your family does not actually sell the business.
Exit Without Selling: How to Step Back From Your Business While Keeping Ownership
Stepping back from your business doesn't mean giving it up, ownership and flexibility can coexist with the right plan.
Is Life Insurance an Expense or an Asset? A Closer Look at the Numbers
Life insurance isn't just protection, it's a strategic asset when structured correctly for your long-term financial plan.
Elder Financial Abuse in Canada: How to Protect Aging Wealth
Elder financial abuse is one of Canada's most underreported risks, and proper planning is your strongest protection.
Farm Succession in Canada: More Than a Business Decision
Your farm is more than a business. The right succession plan protects your land, your family, and everything you've built.
Insurance as a Legacy Tool: Protecting Family Wealth Beyond the Balance Sheet
You've spent a lifetime building something meaningful. The right insurance strategy makes sure your family actually keeps it."
Estate Planning for Blended Families: Where Good Intentions Often Go Wrong
Blended families deserve more than good intentions. Clear planning protects your spouse, your children, and what matters most.
Q4 2025 Market Insights WealthCo/TPG Growth
WealthCo and TPG discuss the Alternative Growth Fund, growth private equity strategy, sector focus, sourcing approach, and outlook for investors.
When Was the Last Time You Had a Real Conversation About Finances with Your Family?
Wealth without communication risks confusion and conflict. Meaningful family conversations ensure your legacy is understood, intentional, and aligned with shared values.
Identity After the Exit: Who Are You Once You’re Out of the Business?
Exiting your business changes more than finances. Thoughtful planning helps redefine purpose, preserve legacy, and transition confidently into your next chapter.
Why Time in the Market Matters More Than Timing the Market
Successful investing is about discipline and consistency. Staying invested through market cycles builds long-term wealth more effectively than timing short-term moves.
Do I Actually Have Enough to Retire, or Am I Just Hoping I Do?
Retirement readiness isn’t measured by net worth alone, but by whether your wealth can generate sustainable, tax-efficient income to support your lifestyle throughout a long retirement.
Will I Outlive My Net Worth?
Longevity risk means retirement planning isn’t about how much wealth you have, but whether reliable income can support decades of living, inflation, healthcare costs, and long-term independence.
If I'm Wealthy, Why Do I Still Need Insurance?
Insurance isn’t about growing wealth for families; it provides certainty, liquidity, and control, protecting estates from taxes, illiquidity, and forced decisions when outcomes matter most.
Are You Actually Ready to Exit Your Business or Just Assuming You Will Be?
Many successful business owners assume exit readiness, but without early planning, exits unravel quietly through stress, compromise, and lost opportunity.
Your Year-End Financial Planning Checklist: Setting Up 2026 for Success
A year-end checklist helps review accounts, taxes, investments, and estate plans so you can enter 2026 organized, confident, and prepared.
A Season of Legacy: How the Holidays Can Inspire Your Next Chapter
Year-end reflection invites business owners to consider legacy, values, generosity, and family conversations that transform success into lasting influence together.
Passing the Torch: Why Year-End Is the Perfect Time to Talk Business Succession
Year-end is a natural moment for business owners to reflect on succession options, start planning early, and strengthen long-term value.