by Monty Souther, PFP®, CFP® | Sep 23, 2025 | Financial Advisors, Financial Planning, Taxes
Sudden wealth can arrive in many forms — selling a business, receiving a large inheritance, or experiencing a financial windfall such as a settlement or stock payout. While these events often bring relief and opportunity, they also raise complex questions: What should...
by Jesse Reimer | Aug 20, 2025 | Estate Planning, Insurance, Taxes
For high-net-worth families, building a legacy is about more than just accumulating assets. It’s about ensuring the next generation can thrive, free from financial burdens and the stress of a complicated estate settlement. You’ve worked hard to provide for your loved...
by Arif Kanji, CFP, CLU | Feb 14, 2025 | Estate Planning, Taxes
For business owners, estate planning is more than just drafting a will—it’s about ensuring a seamless transition of leadership, protecting assets, and securing long-term financial stability for both the business and personal estate. Without a well-structured...
by Benjamin Lewandowski, CFP, CIM | Nov 7, 2023 | Taxes
High-income earners must carefully consider their salary, investment income, and capital gains in a web to reveal how to pay their taxes every year when tax season rolls around. Uncovering tools to reduce taxes is in high-income earners’ best interest. Tax strategies...
by Arif Kanji, CFP, CLU | Oct 18, 2023 | Financial Planning, Taxes
Taxes can be confusing and stressful. But it’s important to have a smart tax strategy to minimize your tax liability and maximize your returns, whether you’re an individual or a business owner. Some ways that you can optimize your tax strategy include:...
by Arif Kanji, CFP, CLU | Apr 18, 2023 | Financial Planning, Taxes
Spring has come, meaning it’s time to file your taxes. After a long year of investing, it’s worth putting in extra effort to maximize your tax return. Understanding the Canadian tax code can take some time. An experienced financial team can help, but you can also...
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