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...
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 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...
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