Client Spotlight: The Accountant’s Coach

Client Spotlight - Frank Kreze

One of Sloan Partners’ valued clients is also their valued advisor and management training partner. LMI Canada is a coaching and leadership organization, focused on improving communications, productivity and goal setting. In a win-win situation, LMI Canada came to realize that their financial ...

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CRA Is Attacking Family Trusts But Significant Opportunities Remain

Financial Advisor Talking To Senior Couple At Home

Background Family Trusts are a powerful and effective financial planning and asset protection tool. Traditional reasons for creating a trust include will and succession planning, asset and legal liability protection, and asset administration. However, Trust has evolved as a tax planning and ...

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