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Resources
Patrick O'Connor
Jul 14, 2021
What Family Businesses Should Know Right Now: Intergenerational Business Transfer Bill C-208
Watch Pat O’Connor discuss how the recently enacted Intergenerational Business Transfer Bill C-208 could impact the future of your Family...
Chelsea McKee-Trenchard
Dec 5, 2017
Budgeting for Priorities
I am not cheap, I’m frugal; yes, there’s a difference. Often when people think of saving money or having to pinch pennies, they think of...
Patrick O'Connor
Nov 6, 2017
How to Prepare Children for Wealth
Many people that I work with feel that if they have a current will completed, their estate plan is organized. While having a current will...
Patrick O'Connor
Oct 1, 2017
Taking the Time to Teach: Raising Healthy Children Amid Affluence
A year ago I wrote about the challenges of raising “financially fit kids” and suggested a book written by Lee Hausner as a great...
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