Planning and Advice

Decorative pattern

Planning and Advice

Immigration nation

Canada is changing. I took my oath of citizenship two months ago, and the judge who presided over the ceremony pointed out the 83 of us assembled hailed from 67 different countries. A Brazilian man in front of me brought along a large Canadian flag and asked all of us to sign it as a […]

By Philip Porado |December 12, 2008

2 min read

Decorative pattern

Planning and Advice

Closing the deal in volatile markets

Let’s say you’ve been carefully planning your exit from the business over several years — and then suddenly the investing landscape shifts, clients cash out of equities, and your revenue stream drops 20, 30 or 40%. Or maybe you’ve been thinking about expanding your practice through an acquisition but have been watching the market roller-coaster […]

By Alison MacAlpine |December 9, 2008

7 min read

Decorative pattern

Planning and Advice

Ensuring buyer continuity

Over the past two months, Peter Gemmell, branch manager at Assante Wealth Management in Abbotsford, B.C., has shared his book buying process, based on years of experience buying other people’s practices for the advisors in his branch. Click here to read part 1, and click here to read part 2 of Gemmell’s insights. This month, […]

By Alison MacAlpine |December 9, 2008

7 min read

Decorative pattern

Planning and Advice

Grey areas in transition planning

If you are contemplating the purchase of a business, the transition process should be cemented well before a price has been finalized. All too often, key elements of the transition plan are not adequately negotiated, and the result is a difficult and even contentious turnover that costs the parties emotionally and financially. It is important […]

By Owen Dahl |December 9, 2008

5 min read