Addressing the top 5% of life insurance professionals

August 29, 2022

Elli Schochet, CFP, our Managing Partner, recently gave an address on succession planning to the annual gathering of the top 5% of all life insurance professionals. Elli was the third of our partners given this honour following David Wm Brown in 2011 and Al G. Brown in 1985.

Women and Wealth: Are You Part of the Plan?

October 2, 2026

By Sarah Brown, FEA The largest wealth transfer in Canadian history is underway, and for millions of Canadian families, the women ultimately responsible for stewarding that wealth may not yet

Bill C-15 Receives Royal Assent: What Changed for Wealth Transfer Planning

September 15, 2026

By Elli Schochet, CFP In March, we wrote about Bill C-15 and what it could mean for families planning to transfer wealth to the next generation, while the bill was

The Estate Was Ready, but the Family Wasn’t

August 19, 2026

By Elli Schochet, CFP A father spends fifteen years building a trust structure that will pass his manufacturing business to his three children with minimal tax exposure. The insurance is

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