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Category: Financial

Navigating the new risk management.

Since the only business constant is change, today more than ever, risk management in business is not only changing at warp speed, but also more critical than ever. Traditionally, risk

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Succession by employee ownership.

Although the juicy in-fighting and back-biting of Logan Roy and his scheming Succession family (allegedly based on the inside drama of the American Murdoch family) made for popular TV, in

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Wealth management strategies.

Wealth management has always been the art and science of strategizing. Relying on advice from experienced and savvy professionals, sometimes hunches, but always personal. In Calgary, especially over the past

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Unlocking capital.

As traditional lenders keep their purse strings tightly tied in the face of continuing economic uncertainty, Calgary businesses are increasingly turning to asset-based lending as a practical way of accessing

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Lifestyle and Investment.

While it’s true that some things never change, technology, contemporary lifestyle and state-of-the-art options like Airbnb and Vrbo are redefining the perception, the strategy, the purpose and the value of

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The Alternative Financing Option

For many businesses, especially small businesses and entrepreneurs, the most critical fact of business life is also the most precarious and difficult fact of business life. Funding! Business loans have

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Balancing Generosity and Security.

As the cost of living continues to rise, parents are increasingly stepping in to help their children and adult children with significant financial milestones – buying a home, paying down

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Getaway or Investment?

As savvy realtors and buying or selling consumers can confirm, the conventional real estate market is a tricky transactional art and science to maneuver. The recreational property real estate market,

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Rejigging Wealth Management

While stable, solid, secure and diversified are still core givens in the highwire strategizing of wealth management, there are some changes happening. Recent factors like the economy, inflation, financial flux,

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