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.

The New Year offers a fresh start to reflect on financial habits, set realistic goals, and make meaningful changes for 2025.

Balance work and holiday joy with clear priorities, realistic schedules, and mindful self-care to close the year strong.

Canada’s $1 trillion wealth transfer reveals a gap between younger Canadians' inheritance expectations and older generations’ financial realities, highlighting the need for strategic planning.

Retirement planning involves calculating needs, investing early, increasing income, delaying benefits, managing debt, and securing health insurance for financial confidence.

Entrepreneurs are crucial for Canada's economic revival, requiring urgent prioritization and support to overcome systemic barriers and drive sustainable, long-term growth.

November's Financial Literacy Month, themed "Money on Your Mind," emphasizes open discussions about financial knowledge and its mental health implications.

Incorporating provides Canadian entrepreneurs with limited liability, tax benefits, business continuity, and easier access to capital, but expert advice is essential.

The U.S. election may cause short-term volatility, but long-term portfolio stability depends more on economic fundamentals than political outcomes.

Charitable giving supports important causes and offers tax benefits. High-net-worth Canadians can optimize their donations to enhance impact and reduce taxes.

Retirement planning for Canadian entrepreneurs involves defining goals, saving strategically, and adapting to changes. Start early for a secure future.

Explore the importance of budgeting, the power of compound interest and the impact of subscriptions on your personal finances.

Explore the importance of budgeting, the power of compound interest and the impact of subscriptions on your personal finances.

Fraud and identify theft prevention are essential components of financial security for entrepreneurs and high-net-worth individuals.

“I never would have thought that I would be claiming my CI policy at 52, but my experience falls right in line with industry statistics - 1/3 people will be diagnosed with a critical illness before the age of 65.”