Tips For Business Wealth Management Business owners work hard at perfecting their business to make a living, earn a profit and ultimately sell or transition the business to another group of owners or family members. At the end of the year, our income statements and balance sheets generally indicate whether we were successful. You work incredibly hard to streamline operations, … Read More
Why Philanthropy is a Good Investment: It’s Not Always Obvious
The COVID-19 pandemic added new levels of stress and uncertainty to the lives of most Canadians. No corner of society worldwide has been left untouched by the effects of the pandemic, especially the non-profit sector. The pandemic hit charities on all fronts. The weakening economy cut donations while government restrictions on social gatherings shut down fundraising events. Even as charities … Read More
6 Reasons Why Wealthy Individuals Need Life Insurance?
If you have ever thought that life insurance was something you wouldn’t need after you reached a certain level of financial security, you might be interested in knowing why many wealthy individuals need life insurance and still carry large amounts of life insurance. Consider the following: A life insurance advisor in California recently placed a $201 million life insurance policy … Read More