Bick Advisors
128 Wilson Street West L9G 1N3 Ancaster, ON, Canada

Do you have an estate plan? Many Canadians don’t, but having a solid financial plan in place will help preserve your legacy. This infographic outlines key factors to consider and how to get your plan started.

When you’ve poured your heart and soul into creating a family business, the last thing you want to think about is handing over the reins to someone else but you can’t run your business forever, even if you wanted to. See how planning your business's succession can keep it running smoothly for generations.

Meet Wealth Advisor Dan Bick, BBA Hon., BSc.! Dan joined Bick Advisors in 2013, after earning his degree in business from Brock University. His natural affinity for numbers as well as being the son of a successful financial planner led him to his current role as a wealth advisor specializing in retirement planning and tax management strategies.... Working side by side, Len and Dan combine a passion for the industry with their unique blend of skills, experience and knowledge to help clients achieve their goals.

Warren Buffet, investor, businessman and philanthropist, once said: "I believe in giving my kids enough so they can do anything, but not so much that they can do nothing. While we may not be as rich or wise as Mr. Buffet, there are ways we can distribute family wealth to our children without raising them to feel entitled. Here are three approaches that provide support while encouraging financial responsibility.

Some Canadians would rather get a root canal than talk about money. Figuring out who gets what and why and explaining it to the family can be tricky. Here are six steps that make it easier to talk with your family about money.... See more at https://bit.ly/3lNRXb8

One of life’s greatest satisfactions is knowing that you’ve made a difference. And when that difference comes from charitable giving, you’re able to support a cause you believe in and help the lives of others.

Should your executor be a personal or a professional acquaintance?

A recent poll found 42% of small business owners are uncertain about their retirement and almost half (48%) don’t seek financial advice. It’s time to change those odds. Download IPC's Succession Planning 101 E-book at http://ow.ly/UGxI30reOfY

It’s important to know what you’re signing up for when you open an account so that you reap the benefits. Here’s our simple guide to navigating the common account types out there.

Financial planning is like growing a garden: plant the seeds, nurture them, and watch them grow. Find out how we can help you with your financial growth plans at bickadvisors.ca http://ow.ly/dZFZ30reOfW