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Keyword: Succession planning

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Businessman check seriously analyzes a finance report investor colleagues discussing new plan financial graph data. bank managers task. Concept business and finance ,Account analyzes planing

The platform also launched a cost base calculator

Judge looks at papers

Regulator calls for continuity plans at one-man shops

Two happy carpenters shaking hands with senior customer after successful agreement in a workshop.

Numerous changes, including tax rules, add pressure to Canadian enterprises

  • By: IE Staff
  • November 23, 2023 November 23, 2023
  • 14:56
Signing bank documents

There's more than one approach to advisor succession

  • By: Mark Burgess
  • September 21, 2023 September 21, 2023
  • 15:48
Signing bank documents

Any impact of higher borrowing costs is subtle, as many factors can determine the value of a practice


Richardson Wealth launched a flexible program earlier this year to fund internal succession plans

advisor and client meeting

A report from the Family Entreprise Foundation offers ideas to prepare the next generation

  • By: IE Staff
  • June 15, 2023 June 15, 2023
  • 17:02
different generations

Clients have until end of year to take advantage of looser C-208 rules


The percentage of advisors with succession plans in the Report Card has grown significantly over the past five years, but many have yet to join the crowd

hands passing the baton, business and sports, business succession

Realizing the person you want to take over your practice isn't qualified can be a dramatic moment. How should you handle it?