Tim Cestnick's Globe & Mail Articles

A properly drafted Letter of Wishes can be helpful for your family and estate planning

September 25, 2025 Read more

Make a Letter of Wishes part of your overall estate plan

September 17, 2025 Read more

Maximize your TFSA benefits by taking these steps before year-end

September 11, 2025 Read more

Want your will to stand up in court? Skip the video

September 3, 2025 Read more

Retirement planning isn’t one-size-fits-all for business owners and professionals

August 27, 2025 Read more

The top 10 mistakes when paying for a postsecondary education

August 21, 2025 Read more

Renting to friends or family? Here’s how to avoid hot water with the CRA

August 14, 2025 Read more

Many Canadians with disabilities are missing out on tax savings and benefits

August 7, 2025 Read more

Prescribed-rate loans are affordable again and can save the family taxes

July 31, 2025 Read more

The many tax and planning benefits of an estate freeze

July 23, 2025 Read more

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Tim Cestnick's Globe & Mail Articles

Catch up on our Co-Founder and CEO, Tim Cestnick's weekly column. His status as an expert is reinforced by his role as a tax and personal finance columnist for The Globe and Mail, Canada’s most prominent national newspaper.

Investment Management

We provide tax-efficient preservation and growth of your investment assets, utilizing best-in-class global strategies, strategic asset allocation, rigorous due diligence on managers and their selection.

Podcasts

Our Family Office proudly presents the Our Family Office Podcast. Throughout the inaugural season, host Adam Fisch speaks to various experts from across our firm, offering insights into the areas of focus for an integrated family office, and the ways that a Shared Family Office™ can help Canada’s wealthiest families.