Small Business Succession Planning If you own a small business, be sure that you have a solid succession plan as a component of your overall financial and estate planning strategy.
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Manage Lifestyle Creep Over time, your lifestyle may have gradually improved because of changes in spending habits – subtle changes you might not even notice. “Lifestyle creep” can impede building long-term wealth.
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Communicating in a Hybrid Office Office communication has always had its challenges, but the rising trend of working from home and hybrid work arrangements has made communicating even more complicated.
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Email sent from Financial Choices - Michelle.kilty@ipcsecurities.com
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DISCLAIMER: This Report is written by the Investment Planning Counsel, a fully integrated Wealth Management Company. Mutual funds available through IPC Investment Corporation and IPC Securities Corporation. Securities available through IPC Securities Corporation, a member of the Canadian Investor Protection Fund and a member of the Investment Industry Regulatory Organization of Canada. Insurance products available through IPC Estate Services Inc. Mortgage Broker Services provided by Invis Inc. (Lic.# ON 10801 / SK 315928) or Mortgage Intelligence Inc. (Lic.# ON 10428 / SK 315857). |
