How Much is Enough

How much is enough?  Winning Advisors: Grit, Determination and Exhilaration

Tony Mahabir, Tony Mahabir, CEO Canfin Financial Group of Companies,  introduced delegates to the Japanese concept of Ikigai which focuses on Life Purpose at the DAC 2021. It all began with a thought-provoking message:  “Are we too concerned with earning money and not living the good life?” he asked.

Read More

Be the Best you can Be and Be Recognized for it!

Evelyn Jacks was pleased to introduce Lewis Kent, this year’s New Advisor Award winner at the Distinguished Advisor Conference 2021. His incredible and inspirational story, below.  And yes, the search is on for the 2022 winner, who will win a free registration and main stage speaking opportunity at DAC 2022 in Niagara Falls October 16-18.  Check out Lewis’ amazing story:

Read More

Trusts and Control

Most advisors know that everyone should have a will and power of attorneys for property and health. But should everyone have a trust as part of their estate plans?  According to best-selling author Christine Van Cauwenberghe who is also VP, Tax and Estate Planning at IG, trusts are not for everyone. 

Read More

Global Families: Beware the Multi-Million Dollar Tax Traps

Global Families: Beware the Multi Million Dollar Tax Traps

By Terri Williams

What does the great wealth transfer look like post-pandemic and after tax?   The trend may be that sharing money and assets with the next generation will happen sooner rather than later,  according to a recent CIBC survey.

Read More

Investment Planning - What if Conventional Wisdom is Wrong?

Investment Planning – What if Conventional Wisdom is Wrong?

By Terri Williams

According to Dr. Jack Mintz, who spoke at last week’s Distinguished Advisor Conference (DAC), the global economy faces a very uncertain future because of the impact of the pandemic induced supply shock. 

Read More