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blog

Curated thoughts and relevant ideas.

07.13.19

GRAVITY 2019 – Channeling the Champion’s Mindset

A few weeks ago, we hosted our flagship annual event, GRAVITY. GRAVITY is a platform for community, connection and possibility. This year’s event was a resounding success thanks to our guests, contributors and speakers. GRAVITY is proof that the potential of collaboration is unlimited. The Champions Mindset We were delighted to invite Dr. Jeff Spencer…

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05.06.19

No ‘one-size-fits-all’ when switching a financial advisory practice to fees: Special to The Globe and Mail

More financial advisors are moving to a practice focused on fees not only because of the erosion of commissions on financial products that’s squeezing profit margins, but by an increasing demand from investors seeking advice on increasingly complex portfolios and do-it-yourselfers who want a second opinion. A recent study from Boston-based asset and distribution analytics…

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05.02.19

Legacy Is Yours to Lead

Traditional attitudes towards estate planning often leave individuals and families grappling with secrecy and procrastination – important but not urgent items to deal with. Afterall, who wants to dwell on their own demise or ill health? We believe leaving legacy is positive both for those giving, and those receiving, if planned for in advance, well-communicated…

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03.19.19

gravity 2019: Grounding Your Network

When we talk of our ‘networks’, we often perceive them to exist virtually, within our own minds or in a space where the countless connections cannot be illustrated or the potential experienced. Before LinkedIn or Shapr helped record, contain and develop networks, who we knew and what they did likely just existed in our minds…

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02.15.19

The 5 C’s of Family Wealth

As we approach Family Day, we often become nostalgic about our familial ties. Some relish time with loved ones, some think of those who have left them, others still about the tenuous bonds that they wish to mend. Family Day acts as a simple reminder that a sound family-focused wealth plan must extend beyond yourself….

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10.25.18

What Does The Next 1-5 Years Look Like? And How Does That Influence Decision Making Now?

If we had had that dialogue two to three years ago, there was arguably, little to be concerned about. We enjoyed ultra-low interest rates, a favorable taxation environment, most asset prices still looked set to rise, political interference at the federal, provincial and even international levels seemed minimal and pro-business and finally, confidence was high….

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