Wealth Management

(中文) 财富管理 – 简介
What’s the Difference Between Retiring In Canada And America?
07 Nov

What’s the Difference Between Retiring In Canada And America?

By Arthur Pinkasovitch Planning for retirement involves a wide range of considerations – from determining the ideal types of accounts and investments to be included in a retirement plan, to budgeting for future vacation travels. Another essential consideration is one’s desired retirement destination; while weather and entertainment facilities are definitely worth considering, the types of…

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What is ‘family governance’?
03 Nov

What is ‘family governance’?

‘Family governance’, refers to the structures and processes families use to organise themselves and guide their relationship with their enterprise. When well-designed (and properly implemented), family governance can help set boundaries, create clarity, and result in greater harmony between family members, a more focused business, and easier transitions between generations. However, in order to be…

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5 Reasons to Retire in Canada
31 Oct

5 Reasons to Retire in Canada

By Joel Baglole When it comes to choosing a retirement destination, Americans may want to look north of the border to Canada. While not a sun-and-surf destination, Canada has many things to recommend it when it comes to living out a comfortable retirement, including affordable housing, low crime rates and close proximity to the U.S. border….

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Succession Planning and Business Transfer
02 Jun

Succession Planning and Business Transfer

WHY SUCCESSION PLANNING IS IMPORTANT Some 80 per cent of private firms in Canada are family owned. However, a majority of first-generation family businesses have no succession plan. Common reasons include resistance by the owner to let go of the reins, fear of retirement or inability to find or choose an effective successor. Transferring ownership can be…

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What Is Wealth Management?
29 Mar

What Is Wealth Management?

The term “wealth management” is thrown around plenty, in the boardrooms of private client firms, in trade and mainstream articles and by financial advisors in front of clients. Still, most professionals are hard pressed to actually define the term with any degree of precision. Wealth management is very straightforward. From the affluent individual’s perspective, wealth management…

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