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Thank You!

Lisa HandleyBlog, Family, Generosity, Relationships, Spiritual, Stewardship, Wisdom for Life

Each year I make sure that I reach out on behalf of our team to say Thank You to our clients, the professionals inside and outside of our firm who help us support our clients, our suppliers, our network of advocates, charities & professional organizations, friends of our firm and our families. This list includes some of the best people alive on the planet, we regularly brag about the quality of people we get to serve and those who help us serve. Hopefully, you hear ‘thank you’ from us often.

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What We Can Learn from Canada’s Richest Families

Lisa HandleyBlog, Business & Personal Growth, Family, Family Business Succession, Financial & Estate Planning, Money management, Philanthropic & Legacy Planning, Retirement Planning, Stewardship, Wisdom for Life

I was on a webinar recently that featured Paul Desmarais III. Paul is the Chairman & CEO of Sagard Holdings ULC and SVP Power Corp. The Desmarais family is one of the richest families in Canada. Three things stood out for me. Click to read our blog to find out what you can learn from Canada’s richest families.

The Most Important Discovery I’ve Made In The Last Decade

Lisa HandleyBlog, Business & Personal Growth, Family Business Succession, Financial & Estate Planning, Generosity, Investment Management, Retirement Planning, WFL-3, Wisdom for Life

I am constantly learning; whether it is from great books (thank goodness for audio books) or great people who I have the privilege of interacting with.
Today, I want to share with you one of the most important discoveries I have made in the last decade.

It has revolutionized my life, reduced my stress, and made life incredibly more enjoyable.

It is called the ‘Belief Matrix’ and it was taught to me by my friend and mentor, Paul Anthes, of R3 Coaching.

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How To Realize A Massive Return On The Sale Of Your Business

Lisa HandleyBlog, Family Business Succession, FBS-3, Philanthropic & Legacy Planning, Wisdom for Life

You have spent years, likely decades, overcoming challenges and building a successful business. Congratulations! You have accomplished an amazing feat very few people achieve. However, your greatest challenge may lay before you: successfully transitioning to the next phase of life. Read more to find out How To Realize A Massive Return On The Sale Of Your Business.

How Much Is Enough

Lisa HandleyBlog, Family Business Succession, Financial & Estate Planning, Investment Management, Philanthropic & Legacy Planning, Relationships, Wisdom for Life

I find it interesting that we have a natural discernment of how much is enough for many aspects of our life. This includes the dinner table, although the Thanksgiving dinner table often pushes the limits to that natural discernment, it also includes our limits when grocery shopping or even exercising.

7 Warning Signs Your Business Succession Will Likely Fail

Lisa HandleyBlog, Family Business Succession, FBS-3, Financial & Estate Planning, Freedom, Investment Management, Philanthropic & Legacy Planning, Wisdom for Life

History has proven that 70% of family businesses will not transition to the next generation. Will yours be one of the statistics? Based on our experience guiding families to a successful transition, here are 7 warning signs you are headed for serious problems.

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Do You Have 2 Classes of Children in Your Family?

Lisa HandleyBlog, Family, Financial & Estate Planning, Generosity, Investment Management, Relationships, Stewardship, Wisdom for Life

Each new stage of life offers new insights, perspectives and hopefully wisdom. Our family is on the verge of our second child’s wedding. We have been blessed with exceptional people who have joined our family through marriage. This makes the occasion an incredible celebration. It really is one of life’s greatest blessings. Ask yourself, Do You Have 2 Classes of Children in Your Family?