Home Succession

Keyword: Succession

64 results found
Hard working craftsman working with planer in a workshop for woodwork. Handsome man with tattoo and beard.

Challenges caused by the Covid-19 pandemic have affected owners’ exit timelines, the CFIB says

handshake

Availability of capital is influencing acquisitions

DUNCAN1890 / GETTY IMAGES

Steps to limit tax in other jurisdictions

STEVEN DOMJANCIC FROM GOTHAM STUDIOS

Advice for advisors selling their books

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 […]

Wooden dock with chair on calm fall lake

Options for ownership

72% of those aged 25 to 39 export goods and services.

  • By: Staff
  • October 5, 2017 August 21, 2018
  • 10:59

Consider these approaches to maintaining excellent client relations

  • By: Katie Keir
  • March 10, 2017 September 4, 2018
  • 11:45

Often, independent advisors are brought in at different times and aren’t aware of the other advisors who are providing services.

Transferring a practice is often the largest business deal a financial advisor will oversee.

  • By: Staff
  • December 9, 2016 August 21, 2018
  • 12:31