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 Kateryna McVeigh | Feb 11, 2026 | Financial Advisors, Financial Planning, Investing, Taxes
Many successful Canadians are drawn to self-directed investing for understandable reasons: lower visible fees, greater control, and the satisfaction of managing their own financial future. For high-income professionals and entrepreneurs, DIY platforms can feel...
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 Benjamin Lewandowski, CFP, CIM | Nov 28, 2025 | Financial Planning
For affluent Canadians, staying informed means curating relevant information that shapes long-term outcomes. Markets shift, tax rules change, and new opportunities emerge before they reach mainstream awareness. Successful investors rigorously filter, think globally,...
by Kyle Campbell | Nov 21, 2025 | Financial Planning, Group Benefits
As a business owner, you dedicate yourself to building an organization defined by excellence, stability, and, above all, the quality of its people and their lives. Your top-tier team members are not just employees; they are critical assets whose collective expertise...
by Kateryna McVeigh | Oct 23, 2025 | Financial Planning, Investing
Wealth is more than just numbers—it’s a reflection of values, experiences, and aspirations. As high-net-worth individuals, understanding how different generations approach investing, spending, and legacy planning is crucial. While the trends discussed here offer...
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