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Keyword: Succession planning

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A financial advisory team in Oakville, Ont. has found that both clients and the bottom line can benefit when advisors work in tandem


The advice channel’s survival depends on seasoned veterans who are willing to impart knowledge

4 tips for building succession plan for advisors

The succession planning process can be difficult, so plan ahead as much as possible


An industry expert urged advisors to step up their game during IAFP's 2021 symposium

  • By: Katie Keir
  • September 24, 2021 September 24, 2021
  • 15:37
Concept of break career of a businessman

Continuity plans were highlighted at IFB's virtual summit

Senior and mature man sitting on yacht using laptop, smiling

A PwC survey finds that family business transfers have a 70% failure rate

  • By: Staff
  • April 9, 2019 April 9, 2019
  • 14:13

Steps to limit tax in other jurisdictions

The Oracle of Omaha is proactive when it comes to his succession plan. Read: Create a stronger succession plan Warren Buffett has appointed two new vice-chairs to Berkshire Hathaway—a move that’s part of his ongoing succession plan; not related to his health, he told CNBC on Jan. 10. The new vice-chairs are Gregory Abel and […]

  • By: Staff
  • January 11, 2018 August 21, 2018
  • 14:19

When the courts may interfere with a testator’s succession plan

Pravin Kumar First vice-president and portfolio manager, CIBC Wood Gundy, Vancouver I’ve been working for 23 years, so I’m actively looking — internally and externally — for a capable associate to partner with and to eventually succeed me. To help, my firm has a dedicated succession planning team, which keeps me on track in a […]