top of page
News
Search
jessica36842
4 hours ago5 min read
Business Succession Planning: Protecting Legacies and Ensuring Continuity
By Monette Malewski Running a business is never just about profit margins or hitting quarterly goals. It’s about building something...
7 views0 comments
jessica36842
Dec 19, 20242 min read
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...
5 views0 comments
Monette Malewski
Nov 29, 20245 min read
Charitable Giving Is Just a Start: Why Generosity Needs a Strategy
By Monette Malewski Charitable giving, though well intentioned, can sometimes feel like a fleeting gesture. A cheque written here, a...
34 views0 comments
jessica36842
Aug 6, 20242 min read
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...
18 views0 comments
jessica36842
May 29, 20242 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...
22 views0 comments
jessica36842
Mar 14, 20241 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...
24 views0 comments
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...
10 views0 comments
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...
19 views0 comments
Monette Malewski
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,...
298 views0 comments
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...
58 views0 comments
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...
48 views0 comments
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...
30 views0 comments
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...
16 views0 comments
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...
21 views0 comments
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,...
46 views0 comments
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...
41 views0 comments
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...
22 views0 comments
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...
34 views0 comments
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...
20 views0 comments
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...
35 views0 comments
bottom of page