Family secrets can lead to significant emotional turmoil. It's essential to address these hidden issues to prevent lasting damage. Understanding and open communication are key in navigating family dynamics. ow.ly/xQIJ50XbX3T #FamilyMatters #Communication

Entrepreneurs have the unique opportunity to create a lasting legacy. By focusing on values, mentorship, and impactful contributions, they can build something that endures beyond their lifetime. ow.ly/qWrb50XbWur #Entrepreneurship #LegacyBuilding

Our Co-Founder and CEO, Tim Cestnick, has written a recent piece in The Globe and Mail, "Three levers to lower your tax bill in 2025." bit.ly/4r0wsCW #taxmatters #finances #theglobeandmail #ourfamilyoffice

Explore the importance of governance in private charitable foundations. Effective management can enhance philanthropic impact and ensure long-term sustainability for your charitable initiatives. ow.ly/bU9G50XbX6H #Philanthropy #CharitableGiving #Nonprofits

Our Co-Founder and CEO, Tim Cestnick, has written a recent piece in The Globe and Mail, "Rethink your philanthropy in advance of Giving Tuesday to make it more meaningful." bit.ly/486YVyC #taxmatters #finances #theglobeandmail #ourfamilyoffice

Explore effective succession strategies to keep your family business thriving. Understanding the dynamics of family involvement is key to a successful transition. Learn more about maintaining a smooth transition in your family business. ow.ly/Wfcn50XbWzZ #SuccessionPlanning

Our Co-Founder and CEO, Tim Cestnick, has written a recent piece in The Globe and Mail, "Let your donor personality shape how you give to charity this year." bit.ly/48gcFXH #taxmatters #finances #theglobeandmail #ourfamilyoffice

Wealthy individuals often grapple with mental health struggles but find it harder to seek help. It's crucial to break the stigma and prioritize emotional well-being. ow.ly/jXlu50Xs4O5 #MentalHealth #Wealth #Wellness

Canadians face a looming $1 trillion wealth transfer, yet many are unprepared. It's crucial to understand the implications for future generations. Read more about this pressing issue. ow.ly/xN9450Xs4OK #WealthTransfer #FinancialPlanning

Our Co-Founder and CEO, Tim Cestnick, has written a recent piece in The Globe and Mail, "A holiday shopping list – for your finances." bit.ly/4phVtbA #taxmatters #finances #theglobeandmail #ourfamilyoffice

Discover the top six friction points between founders and the next generation. Understanding these issues is key to a smoother transition. ow.ly/9QNS50Xs4Vk #FamilyBusiness #NextGenLeadership

The trend of buying life insurance for adult children is on the rise, reflecting a growing market niche. Explore how this can benefit families and secure financial futures. ow.ly/pVi250Xs4UH #LifeInsurance #FinancialPlanning

Our Co-Founder and CEO, Tim Cestnick, has written a recent piece in The Globe and Mail, "Santa’s year-end review from the North Pole Finance Office" bit.ly/3KBFw0Z #taxmatters #finances #theglobeandmail #ourfamilyoffice

Explore insights from Pierre Somers on navigating family businesses beyond their traditional scope. Discover strategies for growth and legacy. Watch the full video here: ow.ly/jSrz50Xs4XT #FamilyBusiness #Leadership #Entrepreneurship

Three siblings navigate a life-changing inheritance of $6 million after their father's passing. Discover their journey and insights on managing wealth wisely. ow.ly/pZKn50Xs4Ze #Inheritance #PersonalFinance #WealthManagement

We're excited to announce the promotion of Charlie Scharfe to the position of Co-Chief Investment Officer (Co-CIO). With his extensive experience and strategic vision, Charlie is poised to lead our investment team into a new era of growth and innovation. bit.ly/4q97L64

We are excited to announce the appointment of Susan McCassey as our new Senior Relationship Manager. With her extensive experience and commitment to excellence, we are confident that Susan will enhance our client relationships and advance our mission. bit.ly/4alLj5j

Our Co-Founder and CEO, Tim Cestnick, has written a recent piece in The Globe and Mail, "Here’s a procrastinator’s guide to the Top 10 last-minute tax tips." bit.ly/4901q6d #taxmatters #finances #theglobeandmail #ourfamilyoffice

Giorgio Armani’s will highlights the importance of estate planning for founders. Learn how to ensure your legacy is secure and your family is taken care of. ow.ly/wKMm50Xs4W6 #EstatePlanning #FounderLegacy

Explore the strategies for effective generational wealth planning that endure over time. Discover insights on creating lasting financial legacies for your family. ow.ly/GGh250XCeUi #WealthPlanning #FinancialLiteracy #GenerationalWealth