Business owners ‘live every day for their business.’ Advisors can help them plan a successful exit
Your entrepreneur clients may be too busy running a business to think about succession. But what happens if they receive a tempting buyout offer — and they’re totally unprepared? Noushin Ziafati dives into how advisors can help.
CIRO passes latest CSA review
The Canadian Investment Regulatory Organization has passed its latest review. But the Canadian Securities Administrators did flag a few areas for improvement, including the self-regulatory organization’s use of a cloud service based in the U.S., as James Langton reports.
How advisors can help clients build a charitable legacy
Donor advised funds (DAF) provide a flexible, tax-efficient vehicle for clients to give back, says Mary Hagerman, who shares her recent experience helping a client use a DAF to support a cause she deeply cares about.
Fraudster gets jail time: OSC
An Ontario man who was arrested in Bali on fraud and forgery charges in relation to a scheme that promised investors immediate access to their locked-in retirement savings has been sentenced to jail time. He’s also been ordered to pay $7.8 million in restitution to investors, James Langton reports.
