by Shyam Ganesh | Feb 13, 2024 | Case 3, Case study
Background Millennial couples in executive roles within technology and accounting Growing family of 4 with complex stock compensation plans, hefty tax bills and a desire to build a spiritually rooted, intergenerational legacy not only for their kids but also for many...
by Shyam Ganesh | Jan 10, 2024 | Case 2, Case study
Background Millennial Sales Manager-Owner at Chemical company & Spouse Faced with a sudden transition to business ownership and immense corporate and financial complexity They were looking for someone to simplify, educate and provide decision-making guidance...
by Shyam Ganesh | Jan 10, 2024 | Case 1, Case study
Background Within the first three years of practice, loans are paid off, RRSPs and TFSAs are all full and about to transition to a professional corporation. Want to be educated about all relevant options and be provided with decision-making guidance. Didn’t...
