A Challenge for New Clients: How to Choose a Trusted Advisor

If you’re in business for yourself, you have a unique opportunity to build wealth in an asset class that others don’t have: equity in a business enterprise that some day may be sold for millions of dollars. In addition, that business can spin off income for family members that can provide significant tax advantages, done well. Understanding how to realize on this asset requires the help of a trusted financial advisory team. Who should be on that team and how do you find them? This is a challenge your next new business clients may wrestle with. Here are some tips on how you can open discussions to help them:

Kareen Rekowski earned her MFA-Succession and Estate Planning Specialist™ designation in 2013 and is on her way to achieving her DFA-Tax Services Specialist™ designation. We are pleased to have Kareen as one of our distinguished grads.

The deadline for making your final RRSP contribution for the 2013 tax year is quickly approaching – Monday, March 3.

I do about 200 trades a year. Can I assemble all trades into one final total instead of having to input each one, one line at a time?

Expand your specialized wealth management knowledge with the Master Financial Advisor™ program. Find out how you can attend the Retirement and Succession Planning Bootcamp at no charge.

Financial Fotographs, the book that is making money management a function of the family unit, was officially launched February 2 at Coyote Creek Golf Course in Surrey, BC.

At some time in the lifecycle of a business, the owner/manager must deal with the sale or succession of their business. In Accounting for Business Transitions, understand the business issues involved and know what financial information is required to make decisions during the sale or transfer of the business.