Accounting firm BDO Canada1, found that only one-third of family-owned businesses survive the transition to second generation, with just a third of these getting to the next – a mere 1 in 10 chance of the business surviving for three generations. Often, the reason is insufficient planning. There is also insufficient planning for the personal […]

As we age, it becomes more likely that we may lose track of our finances. It could be because of physical reasons (failing eyesight, shaky hands, etc.), mental reasons (memory loss, cognitive impairment, etc.), or a little of both. It is common for someone not to seek help because of pride or fear of losing […]

From listening to the media and online commentators, we have identified two key observations that can impact your efforts to build assets and wealth over time. The first is the way many individual investors place one-way bets on their market investments. As long as the investment is making money, all is good. But the minute […]