Where Complexity Meets Clarity in High‑Net‑Worth Planning

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

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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