Midweek Momentum

New Year Bookkeeping Checklist for Canadian Small Business Owners: How to Get Tax Ready in January

New Year Bookkeeping Checklist for Canadian Small Business Owners: How to Get Tax Ready in January

East Coast Coaching
Published on: 06/01/2026

New Year bookkeeping checklist for Canadian small business owners and those on their financial management team. A guide to tax readiness, CRA compliance, deductions, and cash planning in NB and NS.

RIAfinancial advisorinvestment advisoryeast coast coachingstrategic coachingCanadian tax planningCRA compliancebookkeeping checklistNova Scotia small business taxNew Brunswick small business tax
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Reflecting on 2025: Financial Trends, Market Lessons, and Momentum for 2026

Reflecting on 2025: Financial Trends, Market Lessons, and Momentum for 2026

East Coast Coaching
Published on: 30/12/2025

Reflect on 2025’s key financial trends and learn how advisors can leverage market lessons, client behavior shifts, and strategic planning insights to build momentum and stronger practices heading into 2026.

RIAfinancial advisorinvestment advisorystrategic coachingeast coast coachingwealth management trendsadvisor practice management2025 market outlookclient behaviour insightsyear end financial planning
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Holiday Reflections: Generosity, Gifting, and Building a Family Legacy in 2025

Holiday Reflections: Generosity, Gifting, and Building a Family Legacy in 2025

East Coast Coaching
Published on: 23/12/2025

Discover how Canadian families can give wisely during the holidays through strategic gifting, philanthropy, and legacy planning. Learn how advisors can guide clients with clarity, confidence, and long-term strategy.

east coast coachingstrategic coachingyear end planningRIAfinancial advisorinvestment advisory2025market recapgiftingcharitable giftingphilanthropyfinancial strategyholiday
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The 10 Pillars of Succession Planning: What Separates Companies That Scale from Those That Stall

The 10 Pillars of Succession Planning: What Separates Companies That Scale from Those That Stall

The 10 Pillars of Succession Planning: What Separates Companies That Scale from Those That StallStacy Arseneault
Published on: 16/12/2025

Learn the 10 essential pillars that help RIA and investment advisory firms strengthen succession planning, boost valuation, and scale with clarity and structure. A practical roadmap from East Coast Coaching.

RIAfinancial advisorinvestment advisoryeast coast coachingstrategic coachingsuccession planningleadership developmentfirm valuationpractice managementbusiness planning
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