That's the crux of my approach - thinking people first, strategies second.
People first, strategies second
David Rossell, a Wealth Planning Director here at Canaccord Wealth, shares his people-centric approach to his clients, including how he gets to know them and the three key questions he asks when it comes to planning for their future.
After they have sold their business, I want to ensure my client achieves the outcomes they want, with the benefit of my help and a well-thought through personal finance plan.
Cash flow planning isn't just for business
Steven McKelvie, a Wealth Planning Director at Canaccord Wealth, talks about how he helps business owners who are often too busy to think about their personal expenditure and post-business priorities – and about how cash flow planning can prove to be a remarkably therapeutic endeavour.
The best time to plant a tree was 20 years ago. The second-best time is today.
Selling to employees
Henry Denne, a Wealth Planning Director here at Canaccord Wealth, tells us about the more unusual routes to exiting a business - and the importance of selecting an experienced expert to support you.
Crucially, it's not their income that's important here, it's their lifestyle.
The power of asking the right questions
Ian Wilmot, Senior Wealth Planner at Canaccord Wealth, shares his approach to wealth planning for current and former business owners. Discover the key questions he asks, the importance of cash flow planning, and why building long-term client relationships is essential.
Spend some time thinking about how your own values could align with the charitable organisations you could get involved with.
Bringing your philanthropic dreams to life
Steven McKelvie, a Wealth Planning Director at Canaccord Wealth, talks about a long-standing client relationship and the charitable trust they set up to give back to his local community.
Our exclusive free guide for business owners explores the eight key insights for personal wealth optimisation, to ensure you don’t lose sight of yourself in a business exit or sale.
Speak to one of our specialists
If you are considering exiting or selling your business, speak to our dedicated business owner team today, in a free, no-obligation consultation about how we can help.