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 | Feb 7, 2019 | Blog
They say that nothing is certain except death and taxes. Since those two things are inevitable, what can be done to make them less stressful? This is where Philanthropy 3.0 comes in. As a planning tool, Philanthropy 3.0 can work towards wealth management, tax planning...
by Gena Rotstein | Feb 26, 2018 | Blog
Earlier this week I attended a workshop hosted by Blackwood Family Enterprise Services, Geoff Badger with Richardson GMP and Wendi Crowe from Miller Thomson. The speaker was Dr. Jim Grubman a psychologist who specializes in helping families walk through the transition...
