In the ever-evolving landscape of finance and entrepreneurship, Som Seif’s narrative unfolds as a compelling journey marked by resilience, purpose, and a commitment to positive change. Som’s story begins with his family’s immigration from Iran to Canada during the Iranian Revolution when he was just three years old. This move not only altered the geographical […]

Kori Chilibeck and Matt Moreau, the co-founders of The Earth Group, share their journey in creating a socially responsible business that aims to help people in need. They talk about the challenges they faced during the pandemic, building new relationships with well-known brands, and their successful stories in making a positive impact on the world. […]

CEO/Co-Founder of Picatic.com which was acquired by Eventbrite in 2018, now Jayesh Parmar is an active investor and has jumped back into being a Co-CEO /Co-founder of Gunkii, the world’s sexiest tongue scraper. Read the interview hosted by Jason Boudreau for the Iconic Concierge Summer 2022 issue.   Read the full article in the Iconic Concierge Magazine.

Published in Iconic Concierge Welcome to this next edition of “Creating Impact, Candid Conversations with Leaders in Life, Business and Philanthropy”. For those of you reading this editorial for the first time, I will “reset” the context for you with the opening words from our first edition in the Fall 2019 issue. When you hear […]

Authored by Steve Ivacko, CV TrustCo One of the most important things you can do in your life is to have a will – it represents what is likely the largest transfer of assets one will ever carry out.  While thinking about and discussing one’s demise is not a pleasant exercise, it is an essential […]

Guest post by Dr. Jeff Spencer    In any business, it takes a culture of winning to make success the norm. You create that culture by cultivating a team-first atmosphere, where individuals subsume their egos to achieve common goals. A committed, supportive, selfless team coalesces into a single unit that plays at a level exponentially […]

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 […]

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. […]

More often than not, when you choose an organization to volunteer with or support, there is a personal story behind that motivation. This personal connection resonated no differently for me. A little over 4 years ago, I encountered a situation that I could never have imagined. One that continues to have a profound effect on my life, including how […]

With the Liberal Government’s present focus on making life harder for business owners, it may seem like the benefits of owning and running a small business are diminished.  With this in mind, we felt it important to re-visit some of the positive strategies that being self-employed and/or incorporated can bring which are not currently in […]

As seen in the Spring 2017 issue of Iconic Concierge Magazine. Embracing the entrepreneurial spirit, we subscribe to the idea that the path of life is not a straight line, it is unique series of detours. As such, it is important that your financial plan services your unique set of circumstances and delivers the solutions […]

The Journey to Success is Full of Four Letter Words The question is which ones will you choose? Our principal and founder, Jason Boudreau recently gave this talk to colleagues are the Advocis Vancouver Strategies for Success Conference. Are you developing a career in wealth management? Here is a highlight of some 4-letter words he […]

We previously introduced you to the Anderson’s, a successful business family with aspirations to create a meaningful legacy. As part of their tax and estate planning, we incorporated charitable giving and life insurance to both achieve these aspirations and help offset the taxes they would owe in their estate.