Women’s entrepreneurship has grown more than 200% over the past 20 years. Make sure their hard-won assets don’t disappear during divorce
By any statistical measure, they’re the engine of Canada’s economy. Still, business owners get left out of the advice process.
Investment dealer Raymond James Ltd., has re-launched its flagship Toronto office in the Scotia Plaza. Hands-on management support will be key at the branch. The company recently brought on industry veteran Darren Coleman as vice president, financial advisor, portfolio manager and associate branch manager. Also, the branch is planning to take a different business approach; […]
If you have clients married to business owners, here’s some crucial information they should know, especially if they’re named in the articles of incorporation or partnership agreement
Retiring business owners between the ages of 50 and 69 are better at financial planning and more active in preparing for retirement than the average Canadian, according to the 22nd Annual RBC RRSP Poll.
Help entrepreneur clients mitigate risk during a transition
Do you have a car dealer as a client? There’s a 1-in-3 chance they will be retired in the next year. Many need help with a succession plan.
Entrepreneurs are the lifeblood of the economy, creating businesses, jobs and economic activity from scratch through a combination of hard work and ingenuity. But too often the companies they start and the jobs they create are at risk of destruction, if the entrepreneur is not properly insured. Key person insurance represents both potential sales growth […]
The boomer generation made a huge impact on the Canadian economy, not just because of its size, but because of its entrepreneurial spirit. As boomers head into retirement, they need help in succession planning and many don’t know where to start. To fill that gap, Rogers Publishing has launched Canadian Capital and Capitalmagazine.ca, which shows […]
Small and medium-sized business owners can make great clients. Their net worth is usually higher than average and their complex needs allow the advisor to demonstrate their expertise in tax and estate planning. If there is one area that needs special attention, however, it is succession planning. Nearly half of Canadian family business owners have […]