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family business

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Crisis at her family’s business put Wendy Sage-Hayward on path to advising others

Experience with ‘a 50-cousin partnership’ led to teaching at UBC and roles at Family Enterprise Canada and FEA program

4 days ago
Fundamentals

What it took to take over Purdys Chocolatier

Karen Flavelle wanted to work at the family business, but first she had to convince her father

September 25, 2024
Family Business

Francesco Lombardo wealth advisor family business

The emotional habits that can undermine a family business

Harmful behaviours can often be traced back to childhood and parental influence, writes Francesco Lombardo

September 19, 2024
Commentary

Patrick O’Connor steps into national spotlight with network of FO advisors

Founder of Blackwood builds team to offer advisory services to investment, legal and financial firms across Canada

September 11, 2024
Fundamentals

Kevin Algar: Families have financial planners but ‘lack comprehensive financial plan’

With its CFO approach, his firm Algar Virtue applies business discipline to personal wealth. ‘We openly declare ourselves fiduciaries’

September 10, 2024
Fundamentals

Francesco Lombardo on family dynamics, wealth and ’emotional governance’

Advisor helps business families stay together and thrive by tackling destructive feelings that tend to be magnified by wealth

September 9, 2024
Family Business

Michael Louie accounting CPA family office

Accountant advances to sweet spot: ‘family office that fits within CPA firm’

Michael Louie evolves to serve wealthy families and their complex business needs from inside Vancouver’s D&H Group

September 5, 2024
Fundamentals

Liquid vs. illiquid: Finding the perfect asset balance for enterprising families

Many businesses families have most of their wealth tied up in illiquid assets, whether it’s the buildings in which they operate or their holding company. “All the risk…

September 3, 2024
Wealth

insurance wealth planning financial estate

Four times when insurance saved the day for wealthy clients in a bind

Real-life situations show how people with complex financial needs use insurance to achieve their goals

August 26, 2024
Wealth

Mark Borkowski, president of Mercantile Mergers & Acquisitions Corp.: “While will-challenge litigation is rarely pleasant for the parties involved, having an effective ETDL watching over the assets means that legal counsel and family members can devote their time and energy to working towards a fair division of the estate.

An ETDL can prevent estate shrinkage when the family fights

A complex estate, like one involving businesses, real estate and investments, can leave heirs disputing how the pie gets divided as the pie itself shrinks

August 15, 2024
Commentary

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