Tax Advantaged Personal Pension Plan
The Personal Pension Plan is a wealth accumulation and tax savings tool specifically designed for business owners and C-suite executives to help accrue sizable retirement savings while paying significantly less tax. Nigel Kettle explains…
Family Business Succession: Having the Tough Conversations
Family squabbles are fun to watch on Netflix, but when the drama hits your family business, there’s nothing fun about it. Barry Pokroy and Dave Stevens explain the intricacies and emotions behind succession planning…
High Stakes: Understanding a Stalking Horse Sale Process
In simplest terms, a stalking horse process aims to find a buyer for a company's distressed asset. After an initial bidder is found, establishing a floor price, the process is opened to a potentially…
How to Maximize Your Business’s Take-Home Value
For owners looking to exit their business or retire, the goal should always be twofold: maximize the value of your business while paying the least amount of taxes. Glenn Bowman and Glen Nortje explain the…
The Succession Conundrum: Who Should Take Over the Business?
For founders, owners, or CEOs eyeing a transition out of the business, determining whether you should replace yourself with an experienced outsider or promote talent from within is a big question. Charlene Bergman explains the…
Let Your Employees Speak…So They Stay
Do employees have a voice in your organization? Dave Stevens and Barry Pokroy address the concept of employee voice and maintain that fostering open and honest communications with your people will create trust and a…
Why You Need an Annual Financial Check-up
As we continue further into 2022, we find ourselves asking questions about what this new year will hold. One of these pertinent questions is: how are my finances looking? Philip Evenden outlines the five key…
Searching for Solid Ground in Commercial Real Estate
Uncertainty and doubt—two words no one likes to hear. Over the course of the pandemic, the commercial real estate sector has seen its ups and downs, depending on the industry. As we enter 2022…
Key Financial Planning Trends To Keep An Eye On In 2022
The world is in an ongoing state of flux, with the financial goals of both individuals and organizations evolving to meet emerging needs. As the financial services industry adapts to the shifting landscape, the need…
Impostor Syndrome: Confronting the Practical Realities
Have you ever felt like you don't belong or that you're cheating those around you? It's likely you've experienced Impostor Syndrome. Yes, it's a real feeling experienced by many, and…