Capital gain increases in Canada and its impact on business/family owner
The increase in the capital gains inclusion rate in Canada from 50% to 66.7% will have significant long-term impacts on business and...
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jessica36842
May 292 min read
Unlocking Success:
The Vital Role of Group Benefits for Small and Medium-Sized Businesses in Canada In today's dynamic business environment, small and...
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jessica36842
Mar 141 min read
My Par Gift
The Canada Life My Par Gift is a unique single premium payment participating life insurance product designed for charitable giving in...
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jessica36842
Nov 15, 20232 min read
National Philanthropy Day 2023
The purpose of this day is to recognize the great contributions of philanthropy—and those people active in the philanthropic community—to...
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jessica36842
Mar 15, 20232 min read
Is your business prepared for unexpected events?
As a Canadian business owner, you know that your company’s success depends on the hard work and dedication of your employees. But what...
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jessica36842
Jan 27, 20233 min read
My parents' story from which I am inspired each day
Optimism and happiness isn’t the art of building a trouble free life. It’s the art of responding well when trouble strikes On January 27,...
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jessica36842
Jan 26, 20236 min read
Monette Malewski and Lianne Ulin in conversation with Natalya Anderson, Financial Post about women
Extract of the article FEC course supports women in family business by Natalya Anderson published in Canadian Family Offices on January...
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jessica36842
Jan 18, 20232 min read
It is very important that you plan today to care for your loved ones tomorrow.
Here are some of the things to think about: 1) Do you have a disaster recovery plan? Are your loved ones well protected in case of a...
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jessica36842
Nov 16, 20222 min read
National Philanthropy Day
Aristotle said: “To give away money is an easy matter and in any man’s power. But to decide to whom to give, and how large, and when, and...
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lianne ulin
Jan 25, 20223 min read
When it comes to planning the future, there is no time like the present
The new omicron variant was certainly an unwelcome and perhaps unexpected holiday development. I do hope the holiday season found you and...
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lianne ulin
Dec 16, 20212 min read
Gratitude and Generosity Changes Everything
The holidays tend to ignite the spirit of gratitude and generosity in all of us. Gratitude has a value for many reasons, not the least of...
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lianne ulin
Aug 25, 20211 min read
Will your finances survive an illness the same way your body would physically?
If you itemize your monthly living expenses, how much money would you need each month? Health is your most valuable asset. However,...
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lianne ulin
Jan 22, 20212 min read
Expertise in the Business Market - Reviewing the Shareholder or Partnership Agreement
Comprehensive Review We can provide a no-obligation review of your agreement-particularly surrounding the areas of death, disability and...
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lianne ulin
Jan 21, 20212 min read
Protecting Your Estate
Author: The Link Between You’ve worked hard throughout your lifetime and this hard work has finally paid off. Perhaps you’ve accumulated...
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lianne ulin
Dec 14, 20202 min read
Dollars to keep, dollars to share, making the most of both!
This is the time for extraordinary giving. In 2020/2021, and maybe longer, giving MUCH more than the minimum is a MUST. What thoughts...
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lianne ulin
Oct 22, 20204 min read
Major family-controlled companies outperform widely held corporations and are led by more women
NICOLAS VAN PRAET MELISSA TAIT/THE GLOBE AND MAIL – October 9, 2020 Canada’s big family-controlled companies are extending their edge in...
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lianne ulin
Sep 1, 20201 min read
International Business Travel -Medical Insurance plan including coverage for COVID
When you or your employees travel on international business, you want to be sure to have access to quality health care when needed (as...
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lianne ulin
Sep 1, 20201 min read
How Key person insurance protection help the Canadian business owner keep their business in motion
Planning for what could go wrong can help future-proof your business plans. Having a business continuation strategy means being ready for...
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lianne ulin
Aug 7, 20202 min read
TODAY is the time. Not tomorrow.
Philanthropy is defined as “love to mankind; benevolence toward the whole human family; universal good will; desire and readiness to do...
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lianne ulin
Jul 3, 20202 min read
Her story is her family.. and family is her business
Monette Malewski, FEA, is the President and CEO of M Bacal Group. She is an award winning strategic advisor in the insurance business....
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