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achan@sbslp.ca
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Category: Business Succession Planning

Family Business Planning Strategies

July 18, 2016Business Succession Planning, Corporate Insurance, Finance, Life InsuranceBelvedere Financial

67% are at Risk of Succession Failure If you are an owner in a family enterprise, the chances of your business transitioning successfully to the next generations is not very good.  This has not changed over the years. Statistics show…

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The 4 Cs of Conflict-Free Family Businesses

July 20, 2015Business Succession Planning, Corporate Insurance, Featured Articles, FinanceBelvedere Financial

Focusing on growth is harder when your co-owners are your relatives by Fred Pidsadny for ProfitGuide.com Family-run businesses are like elastic bands—they can be stretched only so far, in different directions, before tensions cause them to snap. Those who run family businesses…

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What to do after selling your business

February 10, 2015Business Succession Planning, Estate Planning, Featured Articles, FinanceBelvedere Financial

By James Dolan The contract is signed. The cheque is cashed. Your business has been sold or you’ve been given a golden handshake. Now what? It’s a question many former company owners have a tough time answering. Whether you’re looking to…

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Family Business Succession and Estate Equalization

November 15, 2013Business Succession Planning, FinanceBelvedere Financial

Most parents feel strongly about ensuring that their children are treated equally in their will. For many, this is a moral obligation, and, on the surface that would seem easy to accommodate.  Often, however, this is not the case.  Most…

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Contact Us

Alex Chan, RHU, CHS, CFSB, CPCA, EPC, CFP, CLU | Certified Financial Planner & Chartered Life Underwriter

Mobile: (604) 649-3829
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About

Alex was born in Hong Kong and moved to Vancouver BC at the age of two. Soon after attending Simon Fraser University, he entered into the Life Insurance Business as a career agent with Manulife Financial. Having had a successful start with many Million Dollar Round Table level production years in the agency system, Alex joined an independent Managing General Agency (MGA) as an advisor, manager and later as a partner.
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