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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 around them. Some give during their lifetime, some plan to
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Wealth Without Borders: Planning for Canadian Families with U.S. Connections — Part One: Insurance Planning
October 31, 2025
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, simplify transfers, and preserve legacies across generations. Part 2 highlights
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A Burden-Free Wealth Transfer Is Both Technically Sound and Emotionally Aware
September 2, 2025
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 feel personal and unclear. And when emotions run high, even
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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
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How One Family’s Philanthropy Spanned Four Generations
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 about more than tax receipts—it was about creating a legacy
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