Succession planning

Planning and Advice

Succession planning tips from advisors

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

By Daniel Calabretta |October 19, 2021

4 min read

Planning and Advice

Stop putting off succession planning

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

By Katie Keir |September 24, 2021

2 min read

Industry

Is your practice ready for the unexpected?

Continuity plans were highlighted at IFB's virtual summit

By Michelle Schriver |June 18, 2020

3 min read

Industry

Almost half of business owners fail to plan for succession: survey

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

By Staff |April 9, 2019

1 min read

Advisor's Edge

Multiple taxation on death: the taxpayer’s nightmare

Steps to limit tax in other jurisdictions

By Margaret O’Sullivan |February 25, 2019

3 min read

Industry

How Buffett buoys Berkshire Hathaway

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

1 min read

Estate Planning

Let clients know about these will restrictions

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

By Keith Masterman and Asha Sivarajah |December 13, 2017

3 min read

Planning and Advice

How are you preparing for succession?

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 […]

November 14, 2017

2 min read