Succession – Advisor's Edge https://phoenix.advisor.ca The best news source for Canadian financial advisors. Investments, financial markets, insurance, practice management, tax and estate planning Thu, 15 Jun 2023 21:02:16 +0000 en-CA hourly 1 https://wordpress.org/?v=5.9.3 https://phoenix.advisor.ca/wp-content/uploads/sites/5/2018/05/cropped-advisor-ico-32x32.png Succession – Advisor's Edge https://phoenix.advisor.ca 32 32 5 strategies to transition the family business https://phoenix.advisor.ca/news/industry-news/5-strategies-to-transition-the-family-business/ Thu, 15 Jun 2023 21:02:16 +0000 https://www.advisor.ca/?p=226798 A report from the Family Entreprise Foundation offers ideas to prepare the next generation

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]]> Employee ownership trusts introduced, but with no incentives https://phoenix.advisor.ca/tax/estate-planning/employee-ownership-trusts-introduced-but-with-no-incentives/ Wed, 29 Mar 2023 17:55:41 +0000 https://www.advisor.ca/?p=223610 Advocate suggests EOT legislation, as proposed in the 2023 federal budget, will not lead to increased employee ownership

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]]> Canada faces mass exodus of small business owners https://phoenix.advisor.ca/news/industry-news/canada-faces-mass-exodus-of-small-business-owners/ Tue, 10 Jan 2023 19:44:38 +0000 https://www.advisor.ca/?p=220598 Challenges caused by the Covid-19 pandemic have affected owners’ exit timelines, the CFIB says

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]]> Financing as an option when buying a book of business https://phoenix.advisor.ca/news/industry-news/financing-as-an-option-when-buying-a-book-of-business/ Mon, 14 Nov 2022 16:25:34 +0000 https://www.advisor.ca/?p=216451 Availability of capital is influencing acquisitions

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]]> Multiple taxation on death: the taxpayer’s nightmare https://phoenix.advisor.ca/tax/estate-planning/multiple-taxation-on-death-the-taxpayers-nightmare/ Mon, 25 Feb 2019 05:00:02 +0000 https://www.advisor.ca/?p=162157 Steps to limit tax in other jurisdictions

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]]> Should you switch to fee-based before retiring? https://phoenix.advisor.ca/my-practice/conversations/should-you-switch-to-fee-based-before-retiring/ Fri, 22 Feb 2019 20:00:09 +0000 https://www.advisor.ca/?p=162125 Advice for advisors selling their books

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]]> How are you preparing for succession? https://phoenix.advisor.ca/my-practice/conversations/how-are-you-preparing-for-succession/ Tue, 14 Nov 2017 17:08:03 +0000 https://avatar.advisor.ca/uncategorized/how-are-you-preparing-for-succession/ Pravin Kumar First vice-president and portfolio manager, CIBC Wood Gundy, Vancouver I’ve been working for 23 years, so I’m actively looking — internally and externally — for a capable associate to partner with and to eventually succeed me. To help, my firm has a dedicated succession planning team, which keeps me on track in a […]

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]]> How to plan for cottage succession https://phoenix.advisor.ca/tax/estate-planning/how-to-plan-for-cottage-succession/ Fri, 20 Oct 2017 00:10:49 +0000 https://avatar.advisor.ca/uncategorized/how-to-plan-for-cottage-succession/ Options for ownership

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]]> Canada’s young entrepreneurs drive exports: CIBC https://phoenix.advisor.ca/news/industry-news/canadas-young-entrepreneurs-drive-exports-cibc/ Thu, 05 Oct 2017 10:59:14 +0000 https://avatar.advisor.ca/uncategorized/canadas-young-entrepreneurs-drive-exports-cibc/ 72% of those aged 25 to 39 export goods and services.

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]]> Create a stronger succession plan https://phoenix.advisor.ca/columnists_/katie-keir/create-a-stronger-succession-plan/ Fri, 10 Mar 2017 11:45:30 +0000 https://avatar.advisor.ca/uncategorized/create-a-stronger-succession-plan/ Consider these approaches to maintaining excellent client relations

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