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From Dry Cleaning to Group Insurance Advisor: A Journey Built on Trust and Authenticity
Dry cleaning. That’s where it all began. Press, fold, repeat. It wasn’t glamorous, but it was steady. My Father’s family built the...
Philip Malewski
Mar 66 min read
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Business Succession Planning: Protecting Legacies and Ensuring Continuity
Running a business is never just about profit margins or hitting quarterly goals. It’s about building something enduring, something that...
Monette Malewski
Feb 45 min read
48 views
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To be a light in the darkness
As we gather to celebrate Hanukkah, the Festival of Lights, we are reminded of the profound lessons this holiday brings, especially...
Monette Malewski
Dec 19, 20242 min read
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Charitable Giving Is Just a Start: Why Generosity Needs a Strategy
Charitable giving, though well intentioned, can sometimes feel like a fleeting gesture. A cheque written here, a donation link clicked...
Monette Malewski
Nov 29, 20245 min read
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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...
Monette Malewski
Aug 6, 20242 min read
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Unlocking Success:
The Vital Role of Group Benefits for Small and Medium-Sized Businesses in Canada In today's dynamic business environment, small and...
Monette Malewski
May 29, 20242 min read
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My Par Gift
The Canada Life My Par Gift is a unique single premium payment participating life insurance product designed for charitable giving in...
Third party
Mar 14, 20241 min read
26 views
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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...
Monette Malewski
Nov 15, 20232 min read
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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...
Monette Malewski
Mar 15, 20232 min read
19 views
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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,...
Monette Malewski
Jan 27, 20233 min read
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Monette Malewski and Lianne Ulin in conversation with Natalya Anderson, Financial Post about women
Extract of the arti cle FEC course supports women in family business by Natalya Anderson published in Canadian Family Offices on January...
Third party
Jan 26, 20236 min read
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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...
Monette Malewski
Jan 18, 20232 min read
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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...
Monette Malewski
Nov 16, 20222 min read
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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...
Lianne Ulin
Jan 25, 20223 min read
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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...
Lianne Ulin
Dec 16, 20212 min read
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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,...
Lianne Ulin
Aug 25, 20211 min read
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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...
Lianne Ulin
Jan 22, 20212 min read
41 views
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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...
Lianne Ulin
Jan 21, 20212 min read
22 views
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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...
Lianne Ulin
Dec 14, 20202 min read
34 views
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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...
Lianne Ulin
Oct 22, 20204 min read
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