Archive for the ‘Family Wealth Planning’ Category

In part 1 of this series, I explored a brief history of wealth advice integration in Canada, up to the present day when large organizations continue to increase their dominance in the family wealth management industry. So, we know that this advice...

It will be almost three years in the making but Bill C-43 effective January 2017 will update 1982 tax laws. One of the benefits of permanent life insurance is that the money, while inside a policy, grows exempt from taxes. To remain exempt from...

A “fixed asset” is a long-term tangible asset that is not expected to be consumed or converted into cash any sooner than at least one year’s time. In Canada, a “family home” is considered a fixed asset. When downsizing their homes, many...

The combination of Canadian aging demographics and rising affluence for certain wealth segments is causing the delivery of integrated wealth management advice – across financial disciplines – to quickly become a major concern for investors, and...

Many successful entrepreneurs who’ve worked hard to build their business from the ground up sell the business for a significant sum – which becomes liquid investment assets held within financial structures like holding companies and family...

Many high net worth families we have worked with are grateful for the people in their lives and the opportunities they’ve been given; along with their hard work and persistence, these people and opportunities have helped shape their lives and...

What Is CRM Phase 2? On July 15th, 2016, investment advisors and firms will be required to disclose an annual report of charges, compensation and performance reports. A client with a portfolio of $1,000,000 will compensate the advisory parties...