Welcome to "Let’s Talk Family Enterprise", a podcast that explores the ideas, concepts, and models that best serve Family Enterprise Advisors in supporting their clients. 19 Dec

Family Enterprise Canada Podcast: “Don’t Leave a Mess!”

Dive a little deeper into the most common questions that people are asking online about estates, probate, and the role of the executor... RBC's "Matters Beyond Wealth" podcast : Episode 54 12 Nov

Frequently Asked Questions About Being an Executor in Canada

Guardianship and Conservatorship, while similar, serve different purposes. Understanding these roles is essential for planning for the future of loved ones who may need assistance. 05 Nov

Guardianship and Conservatorship: Understanding the Differences

5 Mistakes to Avoid When Naming a Guardian for Your Children 02 Oct

5 Mistakes to Avoid When Naming a Guardian for Your Children

Mental Health Impacting Intergenerational Wealth Transfers [Podcast Episode] 10 Jun

The Impact of Mental Health on Intergenerational Wealth Transfers

Even Canadians who don’t consider themselves snowbirds may own property south of the border or have other U.S. based assets that could impact their planning. 02 Jan

Snowbirds: Is Your Cross-border Property in Your Estate Plan?