Stay informed with our curated insights and resources

 

Below you’ll find resources to help you dig deeper on topics that matter the most for you, your family, and your business.

 

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Does your family have a succession plan?

 April 13, 2022 - Warwick Holland

Harmony across families can be maintained by having multi-generational dialogue. Learn how you can start the conversation with your loved ones.

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How to start a conversation around a prenuptial agreement

 April 13, 2022 - Warwick Holland

While there may never be a perfect time to broach the subject, doing it early, honestly and sensitively can help remove a lot of the emotion and maintain family harmony.

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The Three-Circle Model celebrated 40 years in 2018

 April 13, 2022 - Warwick Holland

The Three-Circle Model of the Family Business System was developed at Harvard Business School by Renato Tagiuri and John Davis in 1978.

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5 Cyber Scams Targeting Seniors

5 Cyber Scams Targeting Seniors

 October 01, 2024 |Diane Amato

Elder fraud can take many forms and is a growing problem in Canada and worldwide. With a general rise in online scams — and seniors’ increased adoption of smartphones and the internet — cyber crimes against Canada’s older population are resulting in

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How to safeguard yourself against cybercrime and electronic fraud

How to safeguard yourself against cybercrime and electronic fraud

 October 01, 2024 |DA Marketing

With cybercrime on the rise in Canada, it's important to know how to protect yourself and your family.

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Your fraud protection plan for your business: People, process, and technology

Your fraud protection plan for your business: People, process, and technology

 October 01, 2024 |Royal Bank of Canada
When businesses consider fraud protection measures, there is often a focus on technology – whether it’s installing new systems, upgrading software, or leaning on the technology of key partners. The reality is, employee education, processes and planning...
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