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August 19, 2019

When Is The Right Time To Transfer Wealth

This article references a number of good reasons why inter-generational wealth transfers occur; but fewer relating to two of the most important questions: WHY are Parents & Grandparents & other Family members motivated to transfer their wealth to the next generation? HOW best to responsibly … [Read more...]

Filed Under: Brian's Advice, For Family Tagged With: Transfer, Wealth

August 17, 2019

Why Are Families Motivated To Transfer Wealth?

Wealth can represent such hard assets as stocks, bonds, cash, real estate, businesses, art, cultural treasures, jewellery, inheritances and trusts. We are privileged to live in a country that equally values such assets as integrity, a moral compass, education, diligence, trust, leadership, … [Read more...]

Filed Under: Brian's Advice, For Family Tagged With: family, Wealth

May 1, 2018

Tuesday Talks with Brian Etherington: Wealth & Well Being

A leading cultural and spiritual question of the current era is how to make wise decisions in an age of affluence. The increase of personal affluence and wealth has put before increasing numbers of people the opportunity to decide something substantial: whether and how they wish to move from an … [Read more...]

Filed Under: Brian's Advice, For Family Tagged With: Wealth, Well Being

November 28, 2017

Tuesday Talks with Brian Etherington: What is Wealth?

Wealth can result from a passive action such as a lottery ticket, an inheritance, a discovery or a gift; but for the vast majority of people it is the result of a journey. Christopher Columbus said that: "You can never cross the ocean unless you have the courage to lose sight of the shore”. The … [Read more...]

Filed Under: Brian's Advice, For Family Tagged With: financial planning, Wealth

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23 Lesmill Road, Suite 400
Toronto, ON
M3B 3P6
416-481-5630
Monday - Friday
8:00 am - 4:00 pm
or by appointment

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