by Gena Rotstein | Sep 19, 2019 | Blog
This #AskMeAnything (AMA) focuses on the most commonly asked questions posed by family business leaders on philanthropy and social finance. National Family Business Days are celebrated around the world, typically from mid-September until mid-October. In honour of...
by Gena Rotstein | Aug 2, 2019 | Blog
We all have alarm clocks. Some tie us to our physical life, like meeting notifications and taking food out of the oven. Others are more ephemeral, like the biological clock. Alarm clocks serve a purpose; they keep us on track, they remind us to do things, and in some...
by Gena Rotstein | May 14, 2019 | Blog
I have been thinking a lot about this question recently. It reared its head again a few nights ago at a CAGP Calgary Leave a Legacy event where a friend, advisor to some of our clients, and fellow Rotarian, Penny Leckie a Chartered Accountant, presented her legacy...
by Gena Rotstein | May 13, 2019 | Blog
There are four distinct Seasons of Giving. What??? Four – I thought there was just one – Christmas! This article explores the Four Seasons of Philanthropy and how they fit in with your financial planning calendar. The most generous distribution of funds is...
by Gena Rotstein | Apr 22, 2019 | Newsletter
Click on the image above to read the K&C Spring 2019 newsletter.
