Tax Advantaged Personal Pension Plan

April 21, 2022

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…

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Family Business Succession: Having the Tough Conversations 

March 15, 2022

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…

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High Stakes: Understanding a Stalking Horse Sale Process

March 3, 2022

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…

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The Succession Conundrum: Who Should Take Over the Business?

February 14, 2022

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…

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Why You Need an Annual Financial Check-up

January 18, 2022

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…

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Searching for Solid Ground in Commercial Real Estate

December 15, 2021

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…

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Key Financial Planning Trends To Keep An Eye On In 2022

December 9, 2021

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…

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Impostor Syndrome: Confronting the Practical Realities

November 10, 2021

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…

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