Wealth Stewards

Successful wealth transfer starts with thoughtful financial and estate planning. For individuals and families, planning in a tax-efficient and intentional way can help reduce unnecessary tax erosion, avoid delays, and minimize the risk of family conflict. Swipe through to explore 5 key considerations when preparing your wealth transfer plan.

Business owners spend years building their companies, but according to a 2025 MNP Succession Readiness Report, roughly 64% of Canadian small and medium-sized enterprise owners lack a formal, written succession plan.

In this episode of Estate Q&A's with Akua, Akua Carmichael dive's into the importance of estate planning for entrepreneurs and families. Appointing a POA and creating a second will for your business to save on tax are some proactive ways to gain clarity, protect, and leave a lasting legacy for your business, but especially your loved ones.

As a business owner, thoughtful planning now can make a meaningful difference in the future. Watch the full video here:
https://youtu.be/9AEf6NIt7rA

Estate Planning for Business Owners | Estate Q&A's With Akua Welcome to the Estate Q&A's With Akua series where we answer your questions about all things about estate. If you have any questions about estate planning, l...