Resources

Watch Pat O’Connor discuss how the recently enacted Intergenerational Business Transfer Bill C-208 could impact the future of your Family...

Click here to learn more about “The Lemonade Stand” by Ara Bagdasarian and Nick Gustavsson

In a family enterprise, even when mothers are not directly involved in the operation of the business, their leadership is powerful. Much...

After a frustrating workday, I came home and described to my partner an encounter I had. “It’s like he’s saying ‘yadda, yadda’ and I’m...

Read the article Getting Started with Family Governance here.

There are countless horror stories out there from families who experienced the death of a loved one only to have that pain compounded by...

The “Green Box” is really a metaphor for a designated place to keep all your important planning documents so that people then know where...

Watch Pat O’Connor express the importance of having your estate documents in order. Read more about Clarifying What Estate Documents You...

Full disclosure, I have never seen Field of Dreams, but I know the signature line “build it and they will come”. I’ve been thinking about...

There are many stereotypes about “millennials.” The rumour is that we’re narcissistic, irresponsible, and entitled. It can be a difficult...

In the spring of 2014, I enrolled in the Family Enterprise Advisor Program (FEA). The new FEA designation is offered by the Institute of...