Financial Planning

Decorative pattern

Financial Planning

What to do after selling your business

Essential things to do after you've sold your business or exercised your stock options.

By James Dolan |September 2, 2014

4 min read

Decorative pattern

Financial Planning

What’s goodwill worth?

“How much is my business worth?” is a typical question asked by business owners trying to affix a price on what they intuitively believe to be a company's true value.

September 2, 2014

2 min read

Decorative pattern

Financial Planning

Presentation: Increase the value of your business

To make it easier for you to prepare materials for clients, we’ve developed this text for a slideshow on how to increase the value of their business. The presentation is in a Word file to make it simpler to customize content to your client’s needs (there is no PowerPoint).

September 2, 2014

2 min read

Decorative pattern

Financial Planning

Who benefits from an RESP?

Not every Canadian qualifies—or benefits—from RESPs.

By Staff |August 26, 2014

1 min read