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James and Olivia are a successful married couple in their early 60s, with three children ranging in age from…
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Julianna is a 58-year-old partner at a prestigious law firm whose legal practice is structured within an individual professional…
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Case study: A tale of two brothers and one family cottage…
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Case study: An entrepreneur selling a very successful business that his four sons thought would be passed on to…
- June 20, 2023
Love and marriage – and money: Five pearls of wisdom for couples…
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Caught in the middle? Six things to know if you’re among the Sandwich Generation…
- April 21, 2023
A plan within a plan within a plan: Why your tax, estate and financial plans should work together …
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Why women have come a long way but still have a long way to go…
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Beyond RRSPs: Could you be missing out on the benefits of a PPP and RCA?…
Are you ready for a family office?
Wealth is just one measure for a family’s need and readiness for the services of a family office. Get in touch with us to discuss whether Family Office services are right for you.