News

Exciting Updates, Intriguing Articles, and Engaging Panel Discussions.

It’s alway a good time for strategic ideas

3 esteemed speakers on a range of topics that will help your business and family wealth navigate through this...
By Regan Jewitt | 2020/11/23 | News

Nobody Helps You Plan for This…

Here’s the problem business owners and their families face While everyone helps you plan for how to save, very...
By Regan Jewitt | 2020/10/07 | News

Protecting Assets

Hello, I’m sure you have thought about your family’s wealth during this unprecedented time. Quite possibly you have considered...
By Regan Jewitt | 2020/07/28 | News

This is a time to think very carefully

I have had some interesting and rewarding conversations recently.   There is a great deal that has been written...
By Regan Jewitt | 2020/04/29 | News

“Scary Times Success Manual”- Strategic Coach

At Strategic Coach®, our business is helping successful entrepreneurs increase their sense of direction, confidence, and capability in all...
By Regan Jewitt | 2020/04/08 | News

Life insurance can be a core strategy for retirement savings

Many people can’t see how much income or savings they’ll need to make ends meet in retirement, but if...
By Regan Jewitt | 2020/02/06 | News

Losing a Fortune Often Comes Down to One Thing: Family

One of Frances Stroh’s earliest lessons about wealth involved a game she played as a 6-year-old with her father:...
By Regan Jewitt | 2020/02/06 | News

BNN Estate Planning Video Series

Recently BNN produced an informative three part interview series covering a range of important topics on the subject of...
By Regan Jewitt | 2018/10/18 | News

Family meetings emerging as a new facet of financial planning

“I wanted them to have a thorough understanding of my affairs and to know exactly what my assets were...
By Regan Jewitt | 2018/08/14 | News

Coalition for Small Business Tax Fairness

As part of our CALU association we have received a letter that has been sent by the Coalition for...
By Regan Jewitt | 2018/06/08 | News

A handy way to save tax: Insure your kids

A unique but often overlooked strategy! This planning strategy has emerged in our work lately and is proving to...
By Regan Jewitt | 2018/04/03 | News

2018 CALU Federal Budget Report

CALU-Special_Report_re_2018_Federal_Budget-final_for_posting...
By Regan Jewitt | 2018/03/23 | News

Ottawa’s tweaks to proposed tax reforms don’t go nearly far enough

Read what the Globe and Mail had to say about Finance Minister Bill Morneau's news conference on Oct. 19, 2017....
By Peter Richards | 2017/09/30 | News

Dr. Tom Deans with Peter Richards

On March 27, 2017 Peter Richards hosted an event about inter-generational wealth planning with the renowned speaker Dr. Tom...
By Peter Richards | 2017/09/10 | News

Finance Tax Proposals Threaten Family Business Planning

The tax community is reeling from Finance’s proposals in general, which the government says “improve the fairness of Canada’s...
By Peter Richards | 2017/08/22 | News

Intergenerational Wealth Planning

Dear Friends, I recently attended a conference which featured two experts in the area of family planning and intergenerational...
By Peter Richards | 2016/11/25 | News

How an estate freeze can fend off clawbacks

Article sourced from the Globe and Mail. http://www.theglobeandmail.com/globe-investor/personal-finance/taxes/neighbourly-advice-minimizes-clawbacks-protects-estate/article32143845/...
By Peter Richards | 2016/10/06 | News

Annuity Changes

Legislation is changing landscape of prescribed annuities. You guessed it, more tax to pay on planning after 2016... Buying...
By Peter Richards | 2016/08/12 | News

The Secret To More Productivity!?

Take Time Off! https://www.entrepreneur.com/article/237446...
By Peter Richards | 2016/08/12 | News
Scroll to top