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.

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

Why Capital Gains Tax at Death Can Undermine Even Well-Planned Estates

May 5, 2026

by Elli Schochet, CPF Preserving wealth across generations demands a clear understanding of how assets are treated at the end of life. For Canadian families with significant holdings, capital gains

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