Succession planning

Industry

Where millennials leave other business owners in the dust

Advisors might ignore it, too

By Staff, with files from The Associated Press |August 10, 2017

2 min read

Industry

Understand your business-owning clients

When business owners fail to create succession plans, that’s a major concern

By Katie Keir |August 10, 2017

2 min read

Planning and Advice

Create a stronger succession plan

Consider these approaches to maintaining excellent client relations

By Katie Keir |March 10, 2017

8 min read

Planning and Advice

Best ways to get paid when selling your book

Considerations when receiving payment for your book

By Doug Carroll |December 9, 2016

8 min read

Industry

Selling a book when incorporated vs. unincorporated

What happens when you’re incorporated, versus not incorporated

By Doug Carroll |November 25, 2016

3 min read

Planning and Advice

The mistake biz owners are making–and how you can help

If your client runs a business, planning for succession is part of planning for success. Indeed, the majority of Canadian family-business leaders (95%) say securing their long-term future is key to success in the next five years, reveals a PwC family-business survey. But there’s a problem: most companies are too focused on day-to-day operations, leaving […]

By Staff |November 17, 2016

2 min read

Estate Planning

How to handle multijurisdictional planning

Tips to ensure a smooth succession

By Margaret O’Sullivan |October 28, 2016

5 min read

Tax News

The value of company valuations

Tax and estate implications of this important exercise

By James and Deborah Kraft |October 28, 2016

6 min read

Tax News

Incorporation issues when selling your book

Understand your obligations and rights

By Doug Carroll |October 21, 2016

5 min read

Industry

Trez Capital CEO retires

Michael J.R. Nisker, Trez Capital Senior Mortgage Investment Corporation’s president and CEO, will be retiring effective November 11, 2016. Sandy Manson, who is currently the company’s CFO, will assume the role of president and CEO after Nisker’s departure. Read: Banks tighten mortgage rules for non-residents Greg Vorwaller will be appointed to the board to replace […]

By Staff |September 29, 2016

1 min read

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