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Planner: Sell to a strategic buyer

Part four of a five-part series on ways to move your company to a new generation of owners

  • September 2, 2014 July 17, 2018
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Planner: Sell to a competitor

Part three of a five-part series on ways to move your company to new owners

  • September 2, 2014 July 17, 2018
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Your role post sale

Three real-world examples of how you might remain involved in your business

  • By: Staff
  • September 2, 2014 August 1, 2018
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Planner: Sell to your management team

Part two of five-part series on ways to move your company to new owners

  • September 2, 2014 July 17, 2018
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Factors impacting business sale price

Don’t derail a deal because your expectations are too high. A chartered business valuator can help

What to do after selling your business

Essential things to do after you've sold your business or exercised your stock options.

  • By: James Dolan
  • September 2, 2014 August 1, 2018
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What’s goodwill worth?

“How much is my business worth?” is a typical question asked by business owners trying to affix a price on what they intuitively believe to…

  • September 2, 2014 August 1, 2018
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Presentation: Increase the value of your business

To make it easier for you to prepare materials for clients, we’ve developed this text for a slideshow on how to increase the value of…

  • September 2, 2014 September 2, 2014
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Who benefits from an RESP?

Not every Canadian qualifies—or benefits—from RESPs.

  • By: Staff
  • August 26, 2014 August 1, 2018
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A (smarter) happily ever after

Why people should draw up a contract before getting married

  • By: Staff
  • August 19, 2014 August 1, 2018
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Closing a group RESP

Group RESPs can be great, but their rigid payment schedules may not be your best savings plan.

When to consider charitable giving

Suffering from donation procrastination? Here are our strategies for making smart charitable donations.

Planning for disabilities

People with disabilities can be financially independent. Here’s how.

  • July 9, 2014 August 1, 2018
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Managing debt and planning retirement

How to cope when your family’s income doesn’t match expenses.

Avoid common RDSP mistakes

Don’t be one of thousands of Canadians who neglect the possibilities of Registered Disability Savings Plans.

Start saving early

It’s never too early to be smart about finance. Check out these 4 tips for 20-somethings.

Estate planning for disabled beneficiaries

When a gift is a mistake — how an unexpected windfall can derail benefits for disabled loved-ones.

Conversation starter – Estate planning for disabled beneficiaries

Ask your disabled clients, “Do you think you’ll get any inheritances from extended family?”

  • June 24, 2014 June 24, 2014
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Joint tenancy and your estate plan

Protect your estate from family fights.

Conversation starter – Joint tenancy and your estate plan

Ask your client, “What happens to the cottage in 50 years?”

  • June 19, 2014 June 19, 2014
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Action idea – Getting divorced? Redo your will

Need to get your client thinking about redoing their will after a divorce? Try this tip.

  • June 9, 2014 June 9, 2014
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Getting divorced? Redo your will

Divorce is an emotionally and financially stressful time. But if you don't update your estate plan, it can cause additional stress in the future.

Insurance for newlyweds

Joint policies may seem attractive because of the cost savings. But it doesn’t cost much more to insure each life individually, and you or your…

Name trustees for family members with disability trusts

Liz and Mike are both accountants in their late 40s. Their only child, Jordan, is 16 and has Down syndrome.

Think before you change beneficiaries

This handy sketch will help you understand estate planning.

  • By: Staff
  • June 4, 2014 July 17, 2018
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