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March 25, 2020

Flattening the Virus Curve/Arresting Market Declines

  We now all understand the logic of social distancing and self-isolation: until recently, unfamiliar phrases.   US Senator Dr. Bill Cassidy says that by so doing, on average, we will avoid infecting six others; which will have a greater impact than all the health workers in the country … [Read more...]

Filed Under: Brian's Advice, COVID 19 Updates, For Business Tagged With: COVID 19 Updates

March 24, 2020

motionball 2019 Year in Review

    Summary of growth in 2019:    A big year of growth for motionball in many ways. In 2019, we hosted 41 events (up from 32 in 2018), and engaged over 11,700 participants and guests. Breakdown of events: Marathon of Sport (city wide events) – 15 (vs 14 in 2018) … [Read more...]

Filed Under: Community, News & Insights Tagged With: motionball

March 24, 2020

Nine Changes for Taxpayers That Come With the COVID-19 Economic Response Plan

The Federal Government has been rolling out financial supports at a rapid pace for Small, Medium Businesses (SMB), Employees, Tax Payers, Self Employed, Individuals & Sectors at financial risk. We will endeavour to post updates as they occur. Please find a link to Tim Cestnick’s excellent … [Read more...]

Filed Under: Brian's Advice, COVID 19 Updates, For Business Tagged With: COVID 19 Updates, Small business, Tax

March 24, 2020

Covid-19 Economic Response Plan

Governments around the world are rolling out economic responses to Covid-19. The Federal Government of Canada’s response to date has been welcome; but economists are predicting it will continue to expand, particularly for small businesses, Possibilities? Expansion of wage subsidy programs for small … [Read more...]

Filed Under: Brian's Advice, COVID 19 Updates, For Business Tagged With: Assante, COVID 19 Updates, Small business

January 31, 2020

Life insurance can be a core strategy for retirement savings

As many of our clients  know - the attached Tim Cestnick article speaks to both a risk management and tax efficient strategy which Etherington Generations has long utilized as a part of an overall approach to retirement and estate planning. Please note that only the actuarially adjusted gain … [Read more...]

Filed Under: Brian's Advice

November 21, 2019

Tuesday Talks with Mark Etherington: Your Greatest Economic Asset

For most of us, our greatest economic asset is not our home, our RRSP's or our stock portfolio, but rather it is our health and with it our ability to earn an income. When you look at our potential to earn an income over the course of our lifetime we each have the ability to generate a sizeable … [Read more...]

Filed Under: Mark's Advice, Strategy Tagged With: Asset, Estate Protection

November 7, 2019

Tuesday Talks with Paul Etherington: 72 Years and Counting

When my Grandfather returned at the conclusion of the Second World War from serving six years overseas with the Royal Canadian Artillery he contemplated a career in the financial sector and had narrowed his choice to the brokerage, banking or insurance industries. He was shocked to learn of the … [Read more...]

Filed Under: Paul's Advice Tagged With: Insurance

August 21, 2019

Tuesday Talks with Kirsteen Etherington: Simple Estate Planning Tip – Where Is This Stuff

A subject that can be difficult to think about and plan for - but one that is essential for every family - is the preparation and proper financial planning for the eventuality of a loved one’s passing. We tend to delay this important discussion and in so doing can make the relatively simple acts of … [Read more...]

Filed Under: For Family, Kirsteen's Advice

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

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Toronto, ON
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