When you hear “succession planning,” you might picture big corporations and complicated shareholder agreements. But the best lessons about passing the torch don’t always come from boardrooms. Sometimes they come from barns. I was invited to contribute to Your...
You’ve spent years contributing to your Registered Retirement Savings Plan (RRSP). You’ve probably watched it grow and thought, Now what? When should you start withdrawing? How do RRSP withdrawals affect your taxes, government benefits, and overall retirement...
Managing your investments can feel like watching your first Superbowl game—overwhelming, confusing, and frustrating when you don’t understand how it all works. Should you buy more stocks? Sell before the market dips? How do you know when to act? Why are there so...
If you have a Life Income Fund (LIF), you know it comes with rules—specifically, limits on how much you can withdraw each year. While these limits are designed to ensure your retirement savings last, they can feel restrictive when you need more flexibility. Good...
Taxes have a way of eating into your savings like an uncle at a pizza party, grabbing more than their fair share and leaving less for you to enjoy. That’s why the Tax-Free Savings Account (TFSA) is a game-changer. Think of a TFSA as a pizza locker for your money,...
Terry Terrian recently interviewed Megan and me on a webinar for iAPW’s practice management program. The topic was entrepreneurial mindset. Even though the intended audience for this video is those in the wealth industry, it’s totally relevant for any entrepreneur....
The holidays are a time of reflection, eating more cookies than usual, and giving to people and causes we care about. If you plan to donate money this time of year (or any time of year), there are some strategies you can use to make a positive impact on the world...
I’m thrilled to share that Megan Rooney has officially been promoted from Head of Business Initiatives to Managing Partner. It’s a moment we’re all incredibly proud of, not just because of what it means for Megan but for what it represents in our industry. A look...
Introduction: A Farmer’s Transition Welcome to the world of strategic farm transition planning! Whether you’re just starting out or seeking to refine your strategy, this guide has been thoughtfully designed to provide you with some valuable insights and...
Whether you’re already a business owner or thinking about becoming one, the decisions you make will have far-reaching implications – not only for your business but also for you and your family. A business consumes a large portion of your resources, time, and...
