Client stories
Retiring with multiple properties – should Sara and Marc sell, downsize or keep in the family?
How we can help
- Planning for tax obligations in different countries
- Selling at market today vs. the future
- Passing on property to children
A doctor with a new family – when is the right time for Michael to incorporate his practice?
How we can help
- Financial implications of incorporating his practice
- Blended family and common-law considerations
- Integrating financial planning for a child with disabilities
A successful business owner about to retire, but are they considering the full family picture?
How we can help
- Business transition options
- Estate planning for blended families
- Vacation property succession planning
CFO of a public company – What legacy will they leave behind?
How we can help
- Clarifying the tax implications of executive compensation
- Cash flow and tax-efficient planning for the family
- Strategies to enhance charitable giving
Estate planning when one of your loved ones has a disability – what should Alan and Sue consider?
How we can help
- Planning for a beneficiary with a disability
- Planning for a beneficiary who is a spendthrift
- Guidance on family communication strategies
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Latest news
The Truth About Generational Financial Trauma
Tuesday, August 5, 2025 - Forbes
Explore how inherited money beliefs and epigenetic stress responses may drive financial anxiety—and how generational trauma shapes your money mindset. Read more...
How cash-flow planning keeps clients out of the red
Monday, July 28, 2025 - Globe and Mail
Allocating money for specific purposes can help clients reach their goals. Read more...
How to Conquer Your Fear of Investing and Start Growing Your Portfolio
Monday, July 21, 2025 - Investopedia
With investing blowing up on social media, it’s easy to fall into the trap of thinking that everyone around you has an established portfolio. However, the top comment on any financial influencer’s video on TikTok or YouTube usually echoes one sentiment: I want to invest, but I’m scared. Read more...
Building Wealth and Protecting It for Business Owners and High Earners
Tuesday, July 15, 2025 - Forbes
A practical guide for business owners and high earners to build and protect wealth with smart investing, good legal assistance, and cybersecurity strategies. Read more...