How we think

The “Family CFO” role usually forms with good intentions. Someone needs to organize the details, and one person is usually willing and able to do it. But the greatest challenge is that this work is often unseen....

If you’re deep in the demands of a growing career, retirement planning might feel like something you can deal with down the road. But the most powerful retirement plans are built early on, when your habits, income, and opportunities are still growing...

When people talk about business succession, the conversation usually centres on numbers: valuation. Tax planning. Deal structures. Transition timelines. But there’s another part of succession that often receives far less attention – the personal side...

Successful business owners spend a great deal of time thinking about growth. But the strongest businesses don’t just plan for growth. They also plan for disruption....

Longer life expectancies mean it’s increasingly common for four generations to be alive at the same time. The result? A new planning reality. Your family wealth may need to support multiple generations simultaneously....

No one wants to think about the end of their life, let alone discuss it with their loved ones. However, taking the time now to plan for your end of life and sharing those plans with your family will help ease a difficult time....

For small and mid-sized business owners, continuity planning can feel like something to think about “later,” once the business is bigger or more complex. But continuity planning matters just as much (if not more) for smaller businesses....

Planning for retirement isn't just about saving money – it's also about withdrawing your savings wisely. Making smart choices about when and how to take money from your accounts can help you pay less tax and make your savings last longer....

Disability insurance is one of the most important types of coverage most people will ever have. It protects your income. Yet it’s also one of the most misunderstood....