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.

The cottage on the lake and the tax bill your heirs don’t see coming

July 13, 2026

By: Sarah Brown, FEA For many Canadian families, the cottage is more than a property. It is where the kids learned to swim, where summers stretched out slowly, where three

Wealth Without Borders: Planning for Canadian Families with U.S. Connections — Part Two: Common Pitfalls

June 15, 2026

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,

What You Keep Matters More Than What You Build: Rethinking Insurance for Multi-Generational Wealth

June 7, 2026

By Elli Schochet, CFP and Sarah Brown, FEA For families focused on preserving and transferring wealth, the starting point is not the insurance policy. It is the outcome of what

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