Our advisors are in your corner.

It’s not always easy to balance the needs of the family with what’s right for the business. To make informed decisions, you need the right information – and our team is in your corner.

By combining our strong Alberta roots with access to a national network of experienced advisors, we work with you and your family business to find the way forward. Explore our insights below to learn more.

Bill C-208: Good news for Canadian family businesses

It’s just become easier for family farms and small business owners to transfer their business to the next generation without the adverse tax consequences that currently apply. Find out how Bill C-208 could help you and your business.

Read more Bill C-208: Good news for Canadian family businesses

‘Keeping it in the family’ comes with financial perks

While hiring family members can be seen as nepotism in certain business circles, for the self-employed it can make good business sense.

Read more ‘Keeping it in the family’ comes with financial perks

Three ways to maximize your family trust’s value

Family trusts offer business owners plenty of benefits, but they’re not without their fair share of upkeep.

Read more Three ways to maximize your family trust’s value