Where Complexity Meets Clarity in High‑Net‑Worth Planning

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Welcome to the CanadianSME Small Business Podcast, hosted by Kripa Anand. Today, we explore how advanced wealth planning is evolving beyond traditional structures to address complex family, tax, and business dynamics.

Joining us is Tim Brisibe, Vice President of Tax and Estate Planning at Mackenzie Investments. Tim shares how advisors and business owners can take a more integrated approach to preserving and transferring wealth.

Key Highlights:

1. Beyond Investments: Tim explains how advisors can support clients beyond portfolio management.
    
2. Intergenerational Complexity: Tim shares why family wealth transitions are difficult to manage.
    
3. Business Succession: Tim highlights how to navigate ownership transitions smoothly.
    
4. Integrated Wealth Model: Tim explains how aligning tax, estate, and strategy improves outcomes.
    
5. Preparing for Transitions: Tim outlines how advisors can guide clients through major financial events.

Special Thanks to Our Partners:

UPS: https://solutions.ups.com/ca-beunstoppable.html?WT.mc_id=BUSMEWA

ADP Canada: https://www.adp.ca/en.aspx

For more expert insights, visit www.canadiansme.ca and subscribe to the CanadianSME Small Business Magazine. Stay innovative, stay informed, and thrive in the digital age!

Disclaimer: The information shared in this podcast is for general informational purposes only and should not be considered as direct financial or business advice. Always consult with a qualified professional for advice specific to your situation.

Kripa Anand

With her background in journalism and expertise in content strategy and digital marketing, Kripa brings strong storytelling and communication skills to the podcast. Her ability to connect with guests and draw out their unique insights ensures engaging and informative conversations. Her focus on impactful content aligns perfectly with the podcast’s mission to provide valuable resources for business growth.

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