Craig & Mary-Jane’s Story

Running a business isn’t easy, even in the best of times. See how detailed planning and a team approach has helped Craig and Mary-Jane find peace of mind and confidence in pursuing their life goals.

Family business succession planning

Donna and Norm are ready for the next step of their wealth journey. Find out how a custom business succession plan helped this family transition their business into a well-funded retirement.

Securing your children's future with an estate plan

A recent diagnosis jolted Denise and Kevin into thinking about the support their daughter, with disabilities, would need once they're gone. Find out how this family got their "house in order," giving them relief and confidence that their daughter will be supported.

Selling the business, creating a charitable legacy

After selling their business, Drew and Sue wanted to focus their time and wealth on making their community a better place. Find out how a team of experts helped this family build a charitable legacy.