by Elli Schochet, CPF As 2026 begins, Canadian families face a pivotal year of planning. Bill C-15, the Budget 2025 Implementation Act, is still moving through Parliament and, if enacted,
Most financial plans are built for stability. They assume time to adjust, space to sell assets, and runway to let strategies play out. But the moments that create the greatest
By Elli Schochet, CFP and Sarah Brown, FEA For many of our clients, charitable giving is an extension of their values and a practical way to contribute to the world
By Elli Schochet, CFP This two-part series explores the challenges and solutions faced by Canadian families with U.S. connections. Part One examines insurance planning strategies that can help protect assets,
By Elli Schochet, CFP Even in close-knit families, differing expectations can lead to estate disputes and grief manifesting in unpredictable ways. A decision that once felt technically straightforward can suddenly
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
Philanthropy runs deep in our firm’s history, just as it does in many of the families we serve. From the earliest days, my late father believed that meaningful giving was
Al G. Brown & Associates
