Advisors might ignore it, too
When business owners fail to create succession plans, that’s a major concern
Consider these approaches to maintaining excellent client relations
Considerations when receiving payment for your book
What happens when you’re incorporated, versus not incorporated
If your client runs a business, planning for succession is part of planning for success. Indeed, the majority of Canadian family-business leaders (95%) say securing their long-term future is key to success in the next five years, reveals a PwC family-business survey. But there’s a problem: most companies are too focused on day-to-day operations, leaving […]
Tips to ensure a smooth succession
Tax and estate implications of this important exercise
Understand your obligations and rights
Michael J.R. Nisker, Trez Capital Senior Mortgage Investment Corporation’s president and CEO, will be retiring effective November 11, 2016. Sandy Manson, who is currently the company’s CFO, will assume the role of president and CEO after Nisker’s departure. Read: Banks tighten mortgage rules for non-residents Greg Vorwaller will be appointed to the board to replace […]