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succession

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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

Leah Tolton, partner with Bennett Jones in Edmonton: “Problems are usually more complex than one advisor can handle or address, given their perspective and their training.”

When a lawyer steps in: Leah Tolton and family businesses

With ‘a massive transition of wealth and of business interests,’ enterprising families need advisors to work together, says Edmonton Bennett Jones lawyer with FEA

July 23, 2024
Family Business

Cindy Radu champions ‘true collaboration’ in a growing family-office sector

Breach those advisory silos, urges advisor with experience in law, accounting and the big banks. ‘We have the opportunity to do it right’

July 2, 2024
Fundamentals

Michael Prittie, left, founder of Ottawa-based Prittie Private Wealth, transitioned the business to his son, Adam Prittie.

‘Do what is right, not easy:’ Ottawa advisor follows in dad’s steps

In honour of Father’s Day this weekend, we profile the succession story of Prittie Private Wealth

June 11, 2024
Family Business

The greatest destroyer of family wealth, according to Thomas Deans

Author’s third book continues to challenge accepted financial wisdom and smooth the transition of wealth to next generation

May 27, 2024
Family Business

A photo collage - From left: Tara Mowat, President and CEO of The Logistics Alliance Inc.; Gillian Stein, CEO of Henry's; Shernee Chandaria, President of Conros Corporation and LePage’s 2000.

Daughters in charge: our non-toxic path to taking over family business

Video: We convened a panel of women to talk about their lived experience taking the reins of their family business. This is Part 3

March 21, 2024
Family Business

The exit of your family office team is inevitable. Time to take action

Preparing now will help ensure a transition that safeguards the wealth and legacy you’ve built, writes advisor Jeff Noble of BDO

March 15, 2024
Commentary

From left: Shernee Chandaria, President of Conros Corporation and LePage’s 2000; Gillian Stein, CEO of Henry's; Tara Mowat, President and CEO of The Logistics Alliance Inc.

Daughters in charge: Challenges women face as heads of family businesses

Video: We convened a panel of women to talk about their lived experience taking the reins of their family business. This is Part 1

March 8, 2024
Family Business

Ten things keeping wealthy Canadians (and their advisors) awake at night

They once found comfort in making informed predictions about the future. But not any more

January 22, 2024
Fundamentals

A woman with grey hair perches on a window sill smiling and looking at a younger man sitting next to her at a computer. Employee Ownership Trusts, with a capital-gains exemption for owners, could help family business owners whose children are not interested in taking over the business.

Jan. 1 tax change may see business owners rethinking succession

‘If, as an owner, now I have the ability to shelter $10 million in capital gains from tax, of course I’m looking at this’

December 28, 2023
Family Business

Canadian Family Offices Newsletter