Resources & Articles
Financial Planning & Wealth Management
Sailing into Your Future with a Financial Plan
I often explain financial planning as being similar to that of planning a yacht journey. Whether you are planning a sailboat trip to your favourite...
Read More >
The Best Time to Invest
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...
Read More >
Inheritance Planning
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...
Read More >
Estate Matters: Why a Clearance Certificate is a Good Idea
What is a Clearance Certificate? Not everyone will be named as an Estate Trustee (Executor/Executrix) but for those whom this honour is bestowed, knowing about...
Read More >
Inefficient Capital in Your Business
There are many reasons why a business may keep a cash reserve, such as regulatory requirements, future acquisitions, capital expenditures or simply fear of a...
Read More >
Life Insurance: Do I Really Need it?
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...
Read More >
Where Are You in the Life Cycle of Your Business?
“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...
Read More >
The Importance of Having a Comprehensive Financial Plan
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....
Read More >
Planning for Families with Special Needs
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...
Read More >
Diminishing Tax Advantages
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...
Read More >
