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:

We continue our Synthetic Dispositions series this week with a look at a total return swap.

Are you ready to grow your business?  According to Statistics Canada[1],  the top three reasons businesses fail is lack of vision, lack of knowledge, and the inability to use outside advisors effectively. 

There are many sources of tax exempt income of which most people are unaware. Here's the tax secret...

Winnipeg, MB.  Under the theme, Back to the Future, delegates at the DAC (Distinguished Advisor Conference), will explore opportunities to build on past successes and experiences in a changing environment for both tax and financial advisors.

About a quarter of a million business owners, or a fifth of businesses with employees, are now aged 55 and over and succession planning is big for them and for the economy. So is tax. How deep is government in the pocket of business? 

Register by June 30 for early bird "Summer School" prices.