A Challenge for New Clients: How to Choose a Trusted Advisor

If you’re in business for yourself, you have a unique opportunity to build wealth in an asset class that others don’t have: equity in a business enterprise that some day may be sold for millions of dollars. In addition, that business can spin off income for family members that can provide significant tax advantages, done well. Understanding how to realize on this asset requires the help of a trusted financial advisory team. Who should be on that team and how do you find them? This is a challenge your next new business clients may wrestle with. Here are some tips on how you can open discussions to help them:

Meet Kathy Lloyd, MFA Succession and Estate Planning Specialist.

We’re celebrating the Luck of the Irish all month at Knowledge Bureau.  Enter our draw for a real pot of gold! 

The 2015-2016 Manitoba provincial budget is scheduled to be tabled on April 30, 2015, but some of the goodies are already out of the bag.

There is very little that sends butterflies flitting through the stomach like that little brown envelope from CRA saying “we would like to take a closer look at your tax returns.” 

We all make mistakes, but what are the chances of accidently setting your original Will alight without the intention of revoking it?

Retirement planning is changing in Canada, but Canadian seniors are yet to catch up with them.