Sudden Wealth Syndrome: Part II

The risks associated with Sudden Wealth Syndrome (Part 1: the risks) are well documented and threaten the more than $750 billion in inheritance Canadians expect to receive over the next decade. There are two critical steps families should take to improve the odds of preserving the family fortune: Start early Kids with financial savvy have […]

Financial planning

According to the most recent data available from Statistics Canada, approximately 465,000 Canadian families are blended, meaning one or both parents have children from a previous relationship. The portrait of a typical Canadian family is changing rapidly, especially in Quebec, where couples are less likely to marry than elsewhere in the country and where blended […]

Business Succession Planning

A business often represents a lifetime of work and vision. Yet, many business owners wanting to exit ownership barely have a formal succession plan in place. Leaving business succession to chance could allow someone else to decide what happens to your business, potentially at significant cost. Planning early helps ensure a smooth and successful transition […]

Capital Gains

Capital property represents assets that can appreciate (gain) or depreciate (loss) in value. A capital gain or loss results from the sale of a capital asset (ie: an investment, stock, bond, real estate, etc.). The capital gain is the increase in the value of the asset that gives it a higher worth than the purchase […]

Invest with TWM Group

Our clients and their families typically have a net worth of $2M or more. If you have an amount under the minimum, we still invite you to get in touch with us to discuss your options.

*Please note that TWM Group does not provide investment advice nor do we solicit or share personal information through public forums or platforms such as social media. Please communicate with us only through official channels like email, the client portal or your portfolio manager.