Succession planning

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Estate Planning

Ensure business owners plan ahead

Businesses are more likely to survive if owners plan ahead. This real-life story explains why.

By Jordan Gould |May 28, 2013

2 min read

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Estate Planning

Entrepreneurs working without a plan

Whether it’s a lack of sufficient retirement funds or simply enjoying their jobs, more Canadians are staying in the workforce after age 65.

By Staff |March 13, 2013

2 min read

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Industry

Make succession planning a priority

Succession planning seems to be last on everyone’s list – including advisors themselves.

By Staff |February 22, 2013

2 min read

“It’s time to sell your company” Fallback Image Decorative pattern

Estate Planning

“It’s time to sell your company”

Those words strike fear in a business-owner client. Explain you’re there to help.

By John Lorinc |January 14, 2013

7 min read