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 Kateryna McVeigh | Sep 16, 2026 | Financial Planning, Investing
Trade headlines can make even the most patient investor uneasy. One announcement, and markets seem to swing overnight. If you have asked yourself, “How do tariffs affect my investment portfolio?”, you are not alone. It’s a fair question, and it deserves a calm,...
by Monty Souther, PFP®, CFP® | Aug 25, 2026 | Financial Planning
For many families who have built significant wealth, the biggest worry isn’t whether there will be enough to pass on. It’s whether the next generation will be ready for it. Will inherited wealth undermine work ethic? Will it dull judgment, or create a...
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 Kateryna McVeigh | Jun 16, 2026 | Financial Planning
You’ve worked hard to build something meaningful. Now you want to help your children get ahead without simply handing money over and hoping for the best. Outright financial gifts feel generous, but they come with real risks: divorce settlements, creditor claims,...
by Monty Souther, PFP®, CFP® | May 12, 2026 | Financial Planning, Investing, Taxes
Imagine reviewing an investment portfolio that matches your exact risk tolerance and long-term personal goals. The mix of equities, bonds, and alternative assets looks optimized on paper. Yet, beneath the surface, a quiet inefficiency might be eroding your returns...
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