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We continuously strive to enhance our team, and we’re pleased to announce that Carmela Tedesco has joined CMG as Vice President, New Business and Client Care & Chief Underwriter...
Our independent research report on the profound impact of Canada’s leading business families on our nation’s economy…
A case study on how life insurance can play a cost-effective role in estate planning for even the wealthiest of business families – in almost all situations…
It's official - the Pat Bowlen Trust have sold the Denver Broncos to the Walton-Penner family, ending 38 years of family ownership...
A recent article published by the Financial Times caught our eye; revealing how many business families are bouncing back and ‘enduring success over the generations.' We highlight three things that stood out to us in the article...
A recent article featured in Wealth Professional recaps the National Bank of Canada report on featuring some of Canada’s prominent Canadian business families. We highlight five things that stood out to us in the report...
The tax wake-up call: after the shocking death of their younger brother, Jim Reid and his family are faced with a challenging tax liability issue...
Imagine this scenario. All of the estate documents are prepared. You've got the right people in place to fulfill the key executor and trustee roles. Covered all the bases. Or at least it seems that way. What could possibly go wrong?...
For successful business families, the issue of “spousal security” is rarely about money and net worth – and almost always about autonomy and control…
We’re pleased to announce that Quillan Quarrington has joined CMG to provide strategic advice and guidance to business families in how best to plan for their futures, protect their legacies, and steward their wealth from one generation to the next...
Kyle Leistner joined CMG as Director, Actuarial Services in 2021 to help our business family clients clearly understand “what’s under the insurance hood” in simple terms...
Research & commentary
A new era of NFL family ownership led by Walmart heir
It's official - the Pat Bowlen Trust have sold the Denver Broncos to the Walton-Penner family, ending 38 years of family ownership...
How business families are demonstrating resilience in challenging times
A recent article published by the Financial Times caught our eye; revealing how many business families are bouncing back and ‘enduring success over the generations.' We highlight three things that stood out to us in the article...
Canadian business families continue to outperform on the global stage
A recent article featured in Wealth Professional recaps the National Bank of Canada report on featuring some of Canada’s prominent Canadian business families. We highlight five things that stood out to us in the report...