Things We Are Learning about Retirement Planning in the New Normal by Mark Etherington

The Healthcare of Ontario Pension Plan (HOOP) recently commissioned Abacus Data to poll 3,500 participants on their current thinking about saving and planning for retirement. David Colette, Abacus CEO said in a briefing on the poll results that 70% of the respondents are looking to retire sooner and for greater future certainty. On the surface […]

Tune in Tomorrow (Sept 26th) for motionball’s First Ever Virtual Marathon of Sport!

While COVID-19 has affected us all, Special Olympics athletes are feeling the effects of this global pandemic more than most. Sport programs are suspended, competitions have been cancelled, and many athletes remain stuck indoors, at a greater risk of contracting COVID-19 than the general population. Now more than ever, the role of motionball events in […]

Tuesday Talks with Kirsteen Etherington: Simple Estate Planning Tip – Where Is This Stuff

A subject that can be difficult to think about and plan for – but one that is essential for every family – is the preparation and proper financial planning for the eventuality of a loved one’s passing. We tend to delay this important discussion and in so doing can make the relatively simple acts of […]

When Is The Right Time To Transfer Wealth

This article references a number of good reasons why inter-generational wealth transfers occur; but fewer relating to two of the most important questions: WHY are Parents & Grandparents & other Family members motivated to transfer their wealth to the next generation? HOW best to responsibly prepare the recipients for a legacy gift? We will address […]

Why Are Families Motivated To Transfer Wealth?

Wealth can represent such hard assets as stocks, bonds, cash, real estate, businesses, art, cultural treasures, jewellery, inheritances and trusts. We are privileged to live in a country that equally values such assets as integrity, a moral compass, education, diligence, trust, leadership, innovation, opportunity, freedom of movement, thought & spirituality, integration, immigration, stewardship, kindness and […]

How Best To Prepare The Recipients For A Legacy Gift?”

  Traditional estate planning concentrated for a long time upon hard assets: the money; whereas its originators now embrace a more effective approach driven by some of life’s most treasured assets: values & relationships. Tax planning, legal and accounting advice often drove the process, whilst still incredibly important, legacy giving is about much more than […]

Tuesday Talks with Brian Etherington: Wealth & Well Being

A leading cultural and spiritual question of the current era is how to make wise decisions in an age of affluence. The increase of personal affluence and wealth has put before increasing numbers of people the opportunity to decide something substantial: whether and how they wish to move from an emphasis on the quantity of […]

Tuesday Talks with Brian Etherington: Fixed Income Investment Considerations

Prudent and successful investors weigh risk tolerance; safety of capital; potential for growth; efficient tax treatment which doesn’t negate the benefit of certain types of investment and harmonious integration with their own financial and estate planning objectives when structuring their investment portfolios. In this historic time of low interest rates some investors may at their peril assume […]

Happy Holidays from Etherington Generations – 50 Years in Business

  In 2018 Etherington Generations will celebrate 50 years in business; 50 years volunteering within our community and 50 years volunteering for our Industry. Some people know us through of one of these ​pillars​; others across several. Few across all ​three.​ How has it worked? A constant theme has been four Etherington Partners; but 6 equal voices: […]

Tuesday Talks with Brian Etherington: The Who and Why of Philanthropic Giving

  Canadians have proven themselves to be generous; carry a sense of duty towards their fellow citizens in need and have a clear understanding that to address philanthropy is to engage in moral biography. Speaking as our guest to the Board of Directors of a national Canadian charity, Dr. Paul Schervish, of the Centre on […]