The Importance of a Buy-Sell Agreement Estate PlanningLife InsuranceShareholder Issues The Importance of a Buy-Sell Agreement You are a group of successful entrepreneurs who have worked hard to grow your business into…David MasonSeptember 12, 2019
Beneficiary Designations in Estate Planning Estate PlanningLife Insurance Beneficiary Designations in Estate Planning When contemplating how you want your estate to be divided, care should be taken when it…David MasonAugust 27, 2019
Donor Advised Funds Estate PlanningInvestingPhilanthropy Donor Advised Funds In our view, success in business and in life can be measured by the ability to…David MasonMarch 22, 2019
Distribution Confusion Investing Distribution Confusion Have you ever noticed your portfolio's value drop on a day when the markets are seemingly…David MasonDecember 24, 2018
Keeping the Family Cottage…in the Family Estate PlanningLife Insurance Keeping the Family Cottage…in the Family With the recent real estate boom in BC, cottages and other vacation properties have increased significantly…David MasonJune 26, 2018