Canada

The Bridgewell Sessions Vol. 2 — Meet our panel of business succession specialists

Most entrepreneurs dream of founding, operating and growing a thriving business. Few will ever produce a start-up plan that accounts for their eventual exit. That’s because business succession planning is often de-emphasized or overlooked when day-to-day operations and expansion are a leader’s top priority. A better approach is to plan ahead, building your business on …

The Bridgewell Sessions Vol. 2 — Meet our panel of business succession specialists Read More »

Business succession: How to position your company for a sale

It’s a special day when an entrepreneur achieves their lifelong dream: transitioning to the next phase in life by making a financially-beneficial exit from their company. For most, achieving that goal will take a great deal of hard work and business succession planning. While we’re conditioned by media reports to believe that billion-dollar business sales …

Business succession: How to position your company for a sale Read More »

What we can learn about financial goal-setting from the seat of a canoe

One of the many joys of summer is the opportunity to get up close and personal with nature. That could mean weekend cottage visits, camping trips or vacations to some pristine destination across Canada. The chance to unwind, relax and rebalance is a key part of promoting well-being before we dive head-long back into work …

What we can learn about financial goal-setting from the seat of a canoe Read More »

Family cottage

Developing a plan for the most emotionally-charged asset you’ll ever own: the family cottage

In the first of this two-part blog, we look at the emotional aspects of managing a family cottage—and the importance of developing a plan to help address issues proactively before they create avoidable financial and family governance challenges. The Victoria Day long weekend is more than a statutory holiday across much of the country—it’s the …

Developing a plan for the most emotionally-charged asset you’ll ever own: the family cottage Read More »

Parliament Hill

What the 2021 federal budget means to your financial well-being

One of the most striking features of the 2021 federal budget —the first tabled in the COVID-19 era— was what it didn’t include. While it did contain some highly-targeted tax increases, it spared Canadians from any change to personal or corporate taxes or to the capital gains exemption rate, as some finance insiders had warned. …

What the 2021 federal budget means to your financial well-being Read More »

Get the latest

The latest industry trends, legislative developments and strategic insights to help you achieve your financial goals. Sign up for our newsletter now!

To receive our newsletter, please email our team with your subscription request.

Request our newsletter by email

Opens your email application.