Estate Planning

An image of an elderly couple who is meeting with their CPA Estate Planning Expert in Markham to help update their child's trust fund. January 8, 2026

Parents, Don’t Make These Mistakes While Creating a Trust Fund for Your Child

As a parent, you are always thinking of ways to secure your child’s future. But life is full of uncertainties. What if you are no…

Estate Planning
An ariel view of a neighbourhood in York region GTA October 20, 2023

Things Small Business Owners Should Consider Before An Estate Freeze

As a small business owner, you set up a business, make investments, and build an estate so you reap benefits throughout your lifetime and your…

Estate Planning
An image of a family business that has been discussing succession planning January 13, 2023

Benefits of Succession Planning for Small Business Owners

Small business owners often wonder if their businesses will survive without them. Over the years, you’ve poured your heart and soul into the company. It’s…

Estate Planning
A young man looking at stock information on a computer January 7, 2022

Shares versus Stock Options – What’s the difference?

At some point in your professional careers, you may find yourself contemplating issuing shares or stock options as a business owner or deciding whether…

Business owner Estate Planning Financial Advisory

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