Showing posts with label Jacoline Loewen. Show all posts
Showing posts with label Jacoline Loewen. Show all posts
November 7, 2018

What are the fees for sale of your business?

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For all of you entrepreneurs and business owners who are thinking about an exit, I am excited to tell you that the new M&A Fee Guide...
November 5, 2018

2 Changes to Estate and Tax Law in Ontario

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The recent  changes to Ontario estate law and U.S. tax law might impact families with wealth.  These 2 new changes are worth reviewing: ...
January 17, 2018

Top Forecast awarded by Bay Street Finance Club to Jacoline Loewen

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Jacoline Loewen with trophy for #1 Forecast It was thrilling and humbling to be awarded the #1 Forecast.  There were 150 competing finan...
November 1, 2017

For Every Business Owner - The Business Transition Forum in Calgary

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Last year, the Calgary Business Transition Forum event was packed with speakers sharing great stories. I heard fresh content from seasoned p...
October 15, 2017

UBS COO Axel Lehmann on fintech: Banking jobs 'will completely change'

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This week, our COO for UBS Global is flying in from Zurich and will join us for an evening with the five Canadian fintechs heading to New...
October 13, 2017

An evening at the McMichael Canadian Art Collection

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Alex Janvier It was a packed at the McMichael which is located in Kleinberg, a bit of a hike north from Toronto. As I walked up to the g...
November 13, 2015

The need for Canadians to have a globally diversified portfolio is increasing

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Jacoline Loewen and team Ottawa The economy has been choppy, to say the least, and we asked our portfolio strategist to share the econom...
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October 18, 2015

Business Transitions Forum, Vancouver, Tackles How to Value Your Company

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Business Transitions Forum focuses on planning and transactional strategies guaranteed to smooth the transition of business ownership, whil...