Case study: a family’s financial plan

Liz and Phil Royal are a typical Canadian entrepreneurial couple: Close to retirement, oodles of retained earnings and no coherent plan for retirement. They are the prototypical case offered to the 100 registered financial planners who gathered for the sixth annual Institute of Advanced Financial Planners (IAFP) conference in September in Regina. To understand some[…]

Book review: Every Families Business

Thomas William Deans is an entrepreneur. In fact, he is the third generation of a family of successful entrepreneurs, and, like his father and his grandfather before him, Deans started, built and then successfully sold his business. Now he wants to share his experience. So Deans wrote a book. While a quick scan at the[…]