Insights

How TOSI rules affect Canadian estate planning, income splitting, and intergenerational wealth transfers—and what to consider when structuring your strategy.

Whether you sell or pass down your family business, preparing the next generation should be a key part of your succession and financial planning.

Overcoming the challenge of bridging generational gaps is emerging as a defining factor for long-term success and continuity of family businesses.

Estate planning helps to ensure your wishes are known, preserve your wealth, and give loved ones peace of mind. From tax planning to asset protection, start now

Succession planning for family businesses to ensure a seamless business transition while preserving family legacy.

This article illustrates how a family uses the intergenerational business transfer rules to tax-efficiently pass their business down to the next generation.

A family is about to embark on an intergenerational business transition. We discuss how an FEA can help through this complex time and protect their legacy.

We introduce questions that can help you determine if now is the right time to exit, the advantages and disadvantages of various exit options, and associated tax implications.