The role of the Chief Financial Officer (CFO) in a Canadian public company has never been more complex or critical. CFOs today find themselves on a vibrant grid of duties; duties that go far beyond the scope of the conventional accounting and treasury roles.
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How to Set KPIs in a Small to Medium-Sized Canadian Private Enterprise
Key Performance Indicators (KPIs) are essential instruments that help small to medium-sized enterprises (SMEs) in Canada to monitor the progress, measure success, and make informed decisions.
Factors to Consider When Hiring a Fractional CFO
Level of complexity in accounting, taxation, cash management, and forecasting determines whether you need a CFO with industry specialization or broader skills.
Probate Fee Reduction in Canada: 11 Tested Ways
You cannot avoid death, but you can avoid probate. Probate is the certification by a court that the will of a deceased person is genuine and that the person seeking permission to act as an executor of the will is legitimate.
Digital Assets and Estate Planning: How to Protect Your Online Legacy
The information contained herein is for educational purposes only and should not be taken as legal advice, as tax laws and regulations can change within weeks and render some tax strategies void.
Intergenerational Wealth Transfer: Ways for Canadian Families
In the next decade alone, $1207 billion will flow to the next generation, paying $78b in taxes. Intergenerational wealth transfer is a task to undertake with due diligence.
Family Trusts in Canada: A Devoted Guide for Better Planning
Family Trusts are quite a respite amidst the realities of inheritance, estate, and wealth that are cumbersome and can indefinitely sow seeds of enmity and expense.
The Unique Role of Life Insurance in Canadian Estate Planning
Life insurance can be an excellent tool for relief in times of need. A person doing estate planning asks himself: How much taxes will my loved ones have to pay on my death?
Trusts as a Strategy for Wealth Protection in Canada
Trusts are a tool that grants massive protection to family wealth.