Conference of Montreal: The New Policy Playbook

How does Canada fit into this new dynamic as a middle power? That was the focus of The new policy playbook for competitiveness panel at the International Economic Forum of the Americas’ (IEFA) 32nd Conférence de Montréal....

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Beyond the Family Business with Luke Hansen-MacDonald: Lessons from Vancouver Investor & Founder of EQ Bank | Iqbal Kassam, Zynik

In this episode, Luke sits down with Iqbal Kassam, founder of EQ Bank....

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Planning for the family vacation property

Designing a succession plan for the future ownership of your family vacation property can be challenging, especially because these properties often hold tremendous sentimental and monetary value....

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Named an executor? Here’s what to consider before you say “yes”

When someone you love names you as the executor of their estate, it can feel like an act of trust....

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The one big risk women are taking with their finances

Only 36 percent of women business owners have a detailed transition plan in place, compared to 43 percent of men....

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Starting strong: A financial checklist for new grads

Graduating from university marks the beginning of a new chapter; one filled with opportunities to pursue your career goals and chase your personal dreams....

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Beyond the Family Business with Luke Hansen-MacDonald: Evolving from Family Business to Family Office

Hosted by Luke Hansen-MacDonald, a second-generation family business leader, Beyond the Family Business is one of the most thoughtful and engaging podcasts about family enterprise in Canada....

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Beyond the Portfolio Podcast: Private credit market: How worried should you actually be?

How worried should we actually be about private credit?...

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The risk of being hands-off with your wealth

In most partnerships, dividing responsibilities comes naturally, but when it comes to household finances, far too often one partner takes the reins while the other quietly steps back....

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