• CE Corner
  • Webinars
  • Soundbites
Investment Executive
  • Log in
  • Subscribe

Enhance the value of your business with a succession plan

Share
Facebook
LinkedIn
Twitter
Mail to a fried
Print
  • News
    • Industry News
    • From the Regulators
    • People
    • Products
    • Research and Markets
  • Report Cards
  • Insight
    • Editorials
    • Columns
    • Letters to the Editor
  • In Depth
    • Special Reports
    • Report Cards
    • Magazines
    • Partner Reports
    • Expert Advice
  • Inside Track
  • Brand Knowledge
  • Newspaper
  • Tools
    • CE Corner
    • Webinars
    • For Your Clients
    • Partners’ Place
    • Soundbites
Home In Depth Special Reports Passing the torch Enhance the value of your business with a succession plan

Passing the torch

More from this feature

Enhance the value of your business with a succession plan

Julie Littlechild, president of Advisor Impact, outlines the benefits a succession plan delivers, including finding the right successor, maintaining clients and enhancing the value of the business. She spoke with Investment Executive reporter Rudy Mezzetta at the TMX Broadcast Centre in Toronto.

  • By: Julie Littlechild, Rudy Mezzetta
  • October 1, 2012 October 30, 2019
  • 07:01
Share
Facebook
LinkedIn
Twitter
Mail to a fried
Print
Julie LittlechildRudy Mezzetta

Related news

Promote the plan

How to choose your right successor

The pitfalls of failing to plan ahead

Keywords
Succession planning
Share this article and your comments with peers on social media
  • Facebook
  • LinkedIn
  • Twitter

Every day, get the financial news that matters in your inbox.

Tools

Webinars

    Decumulation for business owners, incorporated professionals and holdco shareholders

    Gold nest egg concept for retirement savings and financial planning

    Report Card exclusive: Dive into advisors’ challenges

CE Corner For Your Clients Events

Latest news In Special Reports

Insurance advisors share industry sentiment and needs (charts)

Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research

  • By: Katie Keir, Emily Fox
  • February 12, 2024 July 9, 2024
  • 00:14

Hot housing market gives some Canadians cold comfort

Housing costs are a growing worry, BMO index finds

  • By: IE Staff
  • March 17, 2022 March 17, 2022
  • 15:02

Canadian ETFs enter the metaverse

New funds hold several big names found in broad U.S. stock indexes

  • By: Rudy Luukko
  • January 24, 2022 January 24, 2022
  • 00:15

Staying connected as Covid persists

Effective communication, whether digital or in person, remains key to strong client/advisor relationships

  • By: Maddie Johnson
  • January 24, 2022 January 24, 2022
  • 00:07

Today's top stories

Alts managers poised for private credit growth

Firms acquiring assets, partnering with banks, to drive portfolios

  • By: James Langton
  • November 5, 2024 November 5, 2024
  • 12:47

Failed U.S. bank’s investors to see some restitution

CEO embezzled bank funds in crypto "pig butchering" scheme

  • By: James Langton
  • November 5, 2024 November 5, 2024
  • 12:31

Canadian ETFs pulled in $8B in October

All fund categories reported strong inflows, except for cryptoasset ETFs

  • By: Noushin Ziafati
  • November 5, 2024 November 5, 2024
  • 14:05

Inflation is down, wages are up. Why are Canadians still frustrated?

Steeper rates have increased the debt load of low- and middle-income households

  • By: Nojoud Al Mallees, Canadian Press
  • November 5, 2024 November 5, 2024
  • 09:43
  • News
  • Industry News
  • From the Regulators
  • People
  • Products
  • Building Your Business
  • Client Communications
  • Practice Management
  • Financial Planning
  • In Depth
  • Special Reports
  • Report Cards
  • Magazines
  • Partner Reports
  • Insight
  • Editorials
  • Columns
  • Letters to the Editor
  • Inside Track
  • Tools
  • Brand Knowledge
  • Newspaper
  • Free Subscription
  • Finance Investissement
  • Advisor.ca
  • Conseiller.ca
  • About Us
  • Contact Us
  • Reprints and Permissions
  • Advertise
  • Statement of Ethics
  • Terms of Use
  • Privacy Policy
  • Accessibility
Newcom Media

© Newcom Media Inc.

We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.

read more >>