Resources: Wealth Management

Startup Growth Transition Wealth Management

Where Are You in the Life Cycle of Your Business?

Posted on May 9, 2017 by djb

“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 have many different hats to wear and over time, those hats will change. As...View Post »

Planning for Families with Special Needs

Planning for Families with Special Needs

Posted on March 14, 2017 by djb

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 wanted to enjoy once you arrived? Most people spend more time planning their next vaca...View Post »

Canadian Dollars

Diminishing Tax Advantages

Posted on April 28, 2016 by djb

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 and even millions of dollars. Sounds too good to be true? It is and that...View Post »

Time is Money

The Best Time to Invest

Posted on February 25, 2016 by djb

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 wonder if it’s a good time to buy or sell. I’ve had clients ask this question at every stage of the mar...View Post »

BV - Estate Planning document

What Do You Want Your Estate Plan to Say About You?

Posted on October 16, 2015 by djb

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 is essential. Your estate plan may be as simple as writing your Wills and Powers of Attorney or it...View Post »

Business Owner Signing Legal Agreements

Crisis Proofing Your Business

Posted on August 18, 2015 by djb

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 protect their business in the event that a key stakeholder dies, becomes disab...View Post »

Financial Planning

The Importance of Having a Comprehensive Financial Plan

Posted on April 2, 2015 by djb

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. What these professionals all have in common is that they hav...View Post »

Am I Getting Good Value for My Investment Fees?

Am I Getting Good Value for My Investment Fees?

Posted on January 22, 2015 by djb

We all pay our bills and most often know what value we’re getting for our money. We know what our cell phone bills are and what we get in exchange every month. We know what we get for our insurance premiums and our utility payme...View Post »