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...
by Scott Nelson | Jan 13, 2025 | Estate Planning, Retirement Planning
Retirement is often viewed as the golden years of life, a time to enjoy the fruits of your labour and pursue passions that may have been sidelined during your working years. However, for high-net-worth individuals (HNWIs), retirement planning comes with its own...
by Scott Nelson | May 30, 2024 | Group Benefits
Navigating through employee benefits can sometimes feel like learning a new language, but knowing the facts can help you protect your team while growing your business. One of Canadian businesses’ most popular forms of health benefits is Health Spending Accounts...
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