by Scott Nelson | Oct 15, 2026 | Estate Planning, Financial Planning, Retirement Planning
“What happens to my business if I step away?” Many business owners carry this question quietly. You do not need to be ready to sell to start answering it. Business succession planning in Canada works best as a multi-year strategy, not a single event. The earlier you...
by Scott Nelson | Aug 5, 2026 | Financial Advisors, Financial Planning, Retirement Planning
Many affluent families find themselves managing two financial plans at once: their own retirement and their parents’ care. This is often called the sandwich generation experience, and it comes with emotional weight as much as financial complexity. Love, guilt,...
by Scott Nelson | Apr 13, 2026 | Estate Planning, Financial Advisors, Financial Planning
An unprecedented shift is occurring in the Canadian financial landscape. Over the next two decades, an estimated $1 trillion will transition from Baby Boomers to Gen X and Millennials. This “Great Wealth Transfer” represents the largest intergenerational...
by Scott Nelson | Dec 19, 2025 | Financial Advisors, Financial Planning
Choosing a financial advisor is one of the most important decisions high-net-worth individuals make. Ideally, it’s a long-term partnership built on trust, transparency, and strategic alignment. But as your wealth grows and life becomes more complex, the advisory...
by Scott Nelson | Jun 12, 2025 | Financial Planning, Investing
The world of investing is at a crossroads. Environmental, Social, and Governance (ESG) investing, once lauded as the future of conscientious capitalism, is facing a period of intense scrutiny. Political debates and a shifting regulatory landscape in 2025 have left...
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