AI-generated deepfake videos are targeting Canadian entrepreneurs and families, using trusted identities to commit fraud through highly realistic impersonations.

A business exit isn’t just financial; it’s about legacy, timing, personal goals, and maximizing after-tax value.

Smart tax planning transforms a business sale—protecting proceeds, minimizing surprises, and shaping your financial legacy post-exit.

True exit readiness means more than a sale price—ensure financial, personal, strategic, and legacy pillars are fully aligned.

Cybersecurity now shapes business valuation, insurance, and trust—making digital protection a strategic must for succession, sales, and legacy planning.

Secure your legacy with smart succession planning—prepare for professional transitions, aging executors, and future-proofing your financial affairs.

Maximize charitable impact and tax efficiency by giving through your corporation—strategic philanthropy that aligns with long-term financial goals.

Raise financially confident kids with 7 expert strategies that teach earning, saving, investing, and legacy-minded decision-making early on.

Financial planning helps answer life’s “what ifs” with clarity—turning uncertainty into confidence through thoughtful, adaptable, and values-based strategies.

True financial wellness goes beyond numbers—it's about clarity, confidence, control, and connection between your wealth, goals, and values.

Financial elder abuse can quietly erode wealth, disrupt estate plans, and strain families—proactive planning is key to prevention.

Cybercriminals are using AI, deepfakes, and advanced hacking to target wealth. Learn how to spot and prevent these evolving financial scams.

Protect your legacy by integrating estate and succession planning—preserving wealth, minimizing taxes, and ensuring your business thrives for generations.

Preparing children for wealth means teaching values, encouraging independence, fostering real-world learning, and building lasting conversations around money and responsibility.

Today’s tight housing market demands strategy—business owners can’t afford to wait when aligning real estate with financial goals.

Tariffs could disrupt supply chains and increase costs. Businesses must assess risks, adapt contracts, diversify sourcing, and explore tax strategies.

Canadians 55+ are reshaping retirement by supporting family, embracing technology, and prioritizing financial and health planning.

Wealthy Canadians buy life insurance not just for risk protection but for its tax advantages—tax-free growth, tax-free death benefits, and powerful estate-planning benefits.

Significant tax changes in 2025 will impact Canadian businesses, from capital gains inclusion rates to CPP updates and CRA digital services. Preparation ensures compliance and growth.

The Canadian workplace in 2025 is defined by flexibility, technology, and talent development. Key trends include AI adoption, upskilling, and prioritizing competitive salaries and benefits.