Checklist of financial considerations when starting or growing your family

Becoming a parent is one of life’s most exciting milestones....

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Are you emotionally ready for retirement?

Retirement is one of the biggest life transitions any of us will go through, yet we tend to treat it primarily in financial terms. How much money is it going to take to realistically afford to step away from the job?...

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Why protecting your wealth means protecting your inner circle

Technology, and the evolution of AI, has made it easier for bad actors to identify and exploit their friends, family, coaches, agents, and others around them....

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Beyond the Family Business with Luke Hansen-MacDonald: Investing for Purpose and Profit | Jen McCain, Irie Capital

In this episode of “Beyond the Family Business,” Luke sits down with Jen McCain, whose grandfather and great uncle co-founded multinational frozen food company McCain Foods in 1957 in Florenceville, New Brunswick....

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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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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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Checklist of 11 financial considerations before tying the knot

Navigating the complexities of wealth planning can be daunting enough when you’re single. Add someone else’s income to the equation along with their spending habits, money values, and goals, and planning becomes a lot more complicated....

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