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.

Bill C-15 and Wealth Transfer: What Families Need to Know in 2026

March 9, 2026

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,

Discipline before products: The role of insurance

February 17, 2026

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

When Charitable Giving Becomes Part of the Plan: The Many Ways Families Give Back

December 2, 2025

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

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