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We help Family Businesses become Business Families.
Resources

Insurance Companies

  London Life
  Manulife Financial
  RBC Insurance
  Great West Life
  Canada Life
  Sun Life Financial

 

Ratings of Major Financial Institutions

Ratings of Major Financial Institutions

 

Affiliated Organizations

  The Conference for Advanced Life Underwriting – (CALU) – http://www.calu.com
CALU represents Advocis Members' through its activities and consultations concerning such issues as Critical Illness Insurance & Long Term Care, Review of the Exempt Test, the Deductibility of Interest and Other Expenses, Tax Assisted Savings Plans, Capital Accumulation Plans, the Taxation of Commission Income, Charitable Donations of Life Insurance, Privacy Legislation & Financial Services, Health & Welfare Trusts, Valuation, Transfer and Distribution of Life Insurance, and Fiscal Policy & Federal Budget Roundtables.
   
  The Financial Advisors Association Of Canada – (ADVOCIS) http://www.advocis.ca
The Financial Advisors Association of Canada provides a platform of knowledge, advocacy, community and protection enhancing the professionalism of financial advisors and planners in the best interest of the consumer
   
  Canadian Association of Family Enterprise – (CAFE CANDA) http://www.cafecanada.ca
The Canadian Association of Family Enterprise is a member driven National Association that is passionately committed to assisting families in business and building their pivotal contribution to the economy of Canada.
   
  CIFA
International Business Families Centre – (CIFA)
http://expertise.hec.ca/businessfamilies/
The International Business Families Centre offers services adapted to the special needs of family enterprises and the various professional advisors who support them.
   
  Strategic Coach http://www.strategiccoach.com
The Strategic Coach Inc. is an international organization offering practical thinking tools and support structures to help individuals create the personal and professional future they want.
   
  Sauder School of Business – Business Families Centre http://www.sauder.ubc.ca/Programs/Business_Families_Centre
At the Business Families Centre, taking care of business means taking care of families. Read their series on Family Enterprises in THE GLOBE AND MAIL sponsored by CIBC
http://www.sauder.ubc.ca/Programs/Business_Families_Centre/News_and_Resources

 

Pertinent Articles

  IPP versus RRSPs: The AIW Index Argument
  Litigation Involving Beneficiary Designations
  U.S Tax Update – 2010 Tax Relief Act

 

Books

  The Art of Giving – Where the soul meets a business plan by Charles Bronfman & Jeffrey Solomon;
  Your Family Business – A success guide for growth and survival by Benjamin Benson;
  Generation to Generation – Life cycles of the family business by Gersick, Davis, McCollom Hampton & Lansberg;
  Strategic Planning for the Family Business by Randel S. Carlock & John L. Ward;
  The Business of Family – Preventing and resolving disputes in family owned businesses by Dennis Dwyer;
  Family Wars – Classic conflicts in family business and how to deal with them by Grant Gordon & Nigel Nicholson;
  On the shoulders of Atlas by Peter Creaghan & Susan Latremoille
  Preparing Heirs – Five steps to a successful transition of family wealth and values by Roy Williams & Vic Preisser;
  Succession Are you Ready? By Marshall Goldsmith;
  The Rational Optimist: How Prosperity Evolves by Matt Ridley.

 

Resources for Financial Literacy

  Canadian Centre for Financial Literacy (CCFL)
  Investment Funds Institute of Canada (IFIC)
  Financial Consumer Agency of Canada (FCAC)
  Task Force on Financial Literacy
  Practical Money Skills Canada