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...
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...
Protecting Assets
Hello, I’m sure you have thought about your family’s wealth during this unprecedented time. Quite possibly you have considered...
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...
“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...
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...
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:...
BNN Estate Planning Video Series
Recently BNN produced an informative three part interview series covering a range of important topics on the subject of...
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...
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...
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...
2018 CALU Federal Budget Report
CALU-Special_Report_re_2018_Federal_Budget-final_for_posting...
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....
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...
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...
Intergenerational Wealth Planning
Dear Friends, I recently attended a conference which featured two experts in the area of family planning and intergenerational...
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/...
Annuity Changes
Legislation is changing landscape of prescribed annuities. You guessed it, more tax to pay on planning after 2016... Buying...