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Giving While Living: Should You Consider a Living Inheritance?
Living inheritances let you give with impact—supporting loved ones now, while shaping your legacy with intention and clarity.
Why Succession Planning in Canada Matters Now in 2025 More Than Ever
In 2025, Canada’s evolving tax rules and rising exits make succession planning not optional—but essential—for business owners.
The Great Wealth Transfer in Canada: What Boomers, Gen X, and Millennials Need to Know
Canada's $1 Trillion Wealth Transfer is underway—reshaping families, businesses, and legacies. Is your plan ready for the next generation?
So, You Think You’re Ready to Retire? 10 Questions That Could Solidify or Reshape Your Entire Timeline
True retirement readiness for business owners isn’t just financial—it’s strategic, emotional, and deeply personal, especially in today’s evolving landscape.
Legacy, Liquidity, and Life Insurance: What Every Retiree Should Review at 65
At 65, wealth planning shifts from accumulation to continuity—aligning legacy, liquidity, and insurance with family needs and future vision.
How to Transfer Wealth Without Transferring Headaches
Canada’s historic wealth transfer demands more than legal structures—it requires clear communication, emotional readiness, and intentional planning across generations.
Building Your Retirement Roadmap: A Comprehensive Guide for Canadian Entrepreneurs
Retirement planning for Canadian entrepreneurs involves defining goals, saving strategically, and adapting to changes. Start early for a secure future.