Keeping it in the family: managing conflict through planning

Nov 01, 2018 |Joshua Opheim

With statistics indicating that approximately 60 percent of Canada’s business owners (of small- and mid-sized enterprises) are aged 50 or over, business succession may be getting closer on the horizon for many.

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You have a business plan. What’s your retirement plan?

Nov 01, 2018 |Joshua Opheim

A family-owned business often represents more than half the value of the owner’s estate. Consequently, if much of your net worth is tied up in the business, you may not be as well-diversified as those who have a more traditional retirement portfolio.

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The business owner’s guide to wealth management

Oct 26, 2018 |Joshua Opheim

Ten key decisions for business owners

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The business owner’s guide to wealth management - part 2

Oct 26, 2018 |Joshua Opheim
Do you intend to retire from your business? If members of your management team are interested in purchasing the company, consider a management buyout or setting up a share ownership plan to transition your business. If you should ever decide to retire...
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Selling Your Business

Oct 18, 2018 |Joshua Opheim

When selling your business, there is more than the purchase price to consider; the real bottom line is the after-tax funds you retain after the sale. Tax planning ahead of time may offer you more flexibility in negotiating the terms of the sale.

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Top 10 wealth management strategies using insurance

Oct 17, 2018 |Joshua Opheim

Achieving financial security while maximizing income and reducing the impact of taxation

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The Statistics of Market Corrections

Oct 17, 2018 |Joshua Opheim

Investors typically have a vague idea of what they're getting themselves into by buying stocks but don't quite understand the mechanics behind market corrections.

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Reasons why you shouldn't stress about last weeks market drop

Oct 16, 2018 |Joshua Opheim

As you might already know, the markets dropped significantly last week. In the United States, the drop in the Dow was the third-largest number of points it has shed in a single trading session ever.

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Wealth Transfer

Oct 15, 2018 |Joshua Opheim

Insights into giving and inheriting wealth across generations

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The RBC Wealth Management Financial Literacy program

Oct 15, 2018 |Joshua Opheim

Making financial education a priority now and for the future.

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