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Research-backed perspectives on wealth management, financial planning, and building a lasting legacy.
Why 70% of Wealth Transfers Fail (And It Has Nothing to Do With Money)
The biggest threat to multi-generational wealth isn't poor investments or bad tax planning — it's communication breakdowns within families. Here's what the research reveals.
Read More76% of Business Owners Plan to Exit — But Only 9% Have a Plan
The largest wealth transfer in Canadian business history is underway, with over $2 trillion at stake. Why are so few owners prepared, and what does a real exit plan look like?
Read MoreThe Hidden Cost of Financial Illiteracy for High-Net-Worth Families
Even affluent families make costly financial mistakes rooted in knowledge gaps and behavioral biases. Research reveals how financial literacy protects wealth across generations.
Read MoreRetirement Is Not a Financial Event — It's a Life Transition
Longitudinal research reveals that psychological readiness predicts retirement satisfaction better than financial adequacy. The 5 dimensions of readiness that most planners ignore.
Read MoreWhy Your Tax Strategy Should Be a 40-Year Plan, Not a Year-End Exercise
Research shows tax-efficient strategies add up to 0.75% in annual net returns. Over decades, that compounds into a transformative difference in wealth outcomes.
Read MoreBeyond the Cheque: Building a Philanthropy Strategy That Lasts Generations
Research identifies 8 distinct mechanisms driving charitable giving. Understanding them transforms philanthropy from reactive cheque-writing into a lasting family legacy.
Read MoreWant to see where you stand?
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