Matters Beyond Wealth

Estate planning tips for business owners

Matters Beyond Wealth

Show Notes

Dive into the intricacies of preserving your business’s future, navigating tax and succession challenges.

To discuss this topic, Leanne is joined by Abby Kassar, Vice President, Business Owner Specialist, High Net Worth Planning at RBC Family Office Services and Murray Shapiro, Vice President, High Net Worth Planning Services at RBC Wealth Management Services

More from Matters Beyond Wealth

Apr 15, 2026

What Canada’s first super-aging research initiative teaches us about longevity.

Jan 7, 2026

The interplay of finance and psychology is changing the way people approach money decisions. To discuss this topic, Leanne Kaufman is joined by Meghaan Lurtz, PhD, Professor of Practice - Advanced Financial Planning and Financial Therapy Certificate Programs, Kansas State University. Related episodes:

Oct 22, 2025

Learn how to stay ahead of cybercriminals and help protect yourself from identity theft and fraud.

Oct 1, 2025

According to the Canadian Federation of Independent Business, 76 percent of owners plan to exit their business in the next 10 years, but only 9 percent have a formal written succession plan, and 46 percent have no plan at all. Whether you started your business two years ago or 20 years ago, every accomplished business owner should have a plan for the future.

Aug 27, 2025

Studies in Canada have found that specific workouts can help protect the brain from brain-aging diseases in older adults.

See all episodes →