Resources & Articles

Financial Planning & Wealth Management


Life Insurance: Do I Really Need it?October 25th, 2017

This is a question I’ve been asked hundreds of times over the years and the answer is: It depends! Everyone’s situation is unique and the...
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Inheritance PlanningJuly 18th, 2017

John and Mary have worked hard throughout their lives to build a successful business. Each of their three children have worked in the business in...
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Where Are You in the Life Cycle of Your Business?May 9th, 2017

“How will you attract and retain quality employees? How can you protect your newfound wealth, for now and the future?” As a business owner, you...
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The Importance of Having a Comprehensive Financial PlanApril 18th, 2017

Business owners and CEO’s have written business plans, ship Captains chart their courses on nautical maps, and Doctors have written treatment plans for their patients....
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Planning for Families with Special NeedsMarch 14th, 2017

Think about your last vacation. How much time did you spend planning your destination, how you were going to get there, and what activities you...
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Diminishing Tax AdvantagesApril 28th, 2016

Although anyone can take advantage of tax-saving programs, not everyone will. For those that do implement these programs, they may be able to save thousands...
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The Best Time to InvestFebruary 25th, 2016

Is now a good time to invest in the market or should I be selling? Whether the stock markets are up or down, people always...
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Use of a Professional Corporation on RetirementOctober 29th, 2015

For professionals, the use of a professional corporation (PC) can provide key benefits in terms of income splitting and income tax deferral.  However, professionals often...
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What Do You Want Your Estate Plan to Say About You?October 16th, 2015

Contrary to what many people believe, you don’t have to be wealthy to draft an estate plan, but if you are, having an estate plan...
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Crisis Proofing Your BusinessAugust 18th, 2015

Having worked with business owners for the past 25 years, I’ve come to realize that even successful owners don’t always have fail-safes in place to...
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