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Planning for the Future: A Guide to Business Succession for Small Business Owners in Ontario

Planning for the Future: A Guide to Business Succession for Small Business Owners in Ontario

by Philip Evenden, CFP, CLU, Kingsmere Financial Services | Oct 15, 2025

Running a small business takes hard work, time, and dedication. For many business owners, their company is more than just a job—it’s a part of their identity and a source of pride. But what happens when it’s time to step away? That’s where succession planning comes...

Do You Have a Plan?

Do You Have a Plan?

by Philip Evenden, CFP, CLU, Kingsmere Financial Services | Aug 22, 2024

For owner-operators of Canadian Controlled Private Corporations (CCPCs), having a comprehensive life and business plan is not just a strategic advantage—it’s a crucial necessity. This plan not only helps in achieving personal and business goals but also plays a...

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