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Managing Your Wealth

Evaluating Investment Opportunities in an Era of Energy Transition

In the Media

IN THE NEWS | ESPACE | MARTIN GILBERT | Just When You Thought It Was Over: Settlement and Termination Payments – Some Tax Consequences

In the Media

In the news | Canadian Family Offices | Greg Moore | How much money do you need to be happy? Clients struggle to find the sweet spot

2022 Federal Budget Highlights

News + Life at Richter | Optimizing Your Business

2022 Quebec Budget Highlights

Individuals No increase in personal tax rates. A new one-time refundable tax credit of $500 will be introduced for individuals 18 and …

Optimizing Your Business | Selling Your Business

HOW CAN MY BUSINESS MANAGE A CHANGE IN SHAREHOLDERS?

They say there’s strength in numbers. Partnering can be a great experience, but that’s not to say there won’t be bumps in the road. Many factors can lead to changes in your business, which may mean parting ways with a shareholder, and/or onboarding a new one.

Managing Your Wealth

AM I PAYING THE RIGHT AMOUNT OF TAX FOR MY INVESTMENTS?

The tax environment is constantly in flux. New governments, new laws and new life events all create financial pressure on your family and your business. You may have a solid investment strategy in place, but is it up to date with new regulations?

Optimizing Your Business | Selling Your Business

ARE YOU CONSIDERING SELLING YOUR BUSINESS?

When you are thinking about selling your business, there are many considerations and a lot to consider. You want as much as possible to stay objective, but your business has been your life’s work, so there are many emotions involved.

Optimizing Your Business | Selling Your Business

BUILDING THE RIGHT EXECUTIVE TEAM TO WITHSTAND CHANGE

Creating an exceptional executive team takes more than a great network, it also takes time, a specific expertise, and a strategic understanding of the market. An organization’s senior leadership holds the highest management position, they have more responsibilities and deal with greater pressures.