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Markewich Financial will help you build stronger communication and trust to continue as a successful, multi-generational family.

We unite family and money in a common purpose.  We reinforce and then build on it with our unique coaching program. Over time, new family leaders will emerge and the future will be well planned and on track. Your family will be strong and united, becoming a highly functioning team.  Financial wealth will be used to build family traditions, and for ongoing Heritage Days with meetings and group exercises that reinforce your family values.

Find out more by going to The Family Wealth & Unity Plan page.

Articles by Doug

Canadian Families Align with their Values

What motivates us to be better? Better at work, better at home or better people in general?

Studies show that the carrot on a stick only works for simple tasks. Studies show that when thinking is part of the task, money doesn’t motivate.

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Charitable Giving

Many wealthy clients want to significantly better the world. We can help you create a family legacy. It is possible to achieve a significant bequest at very little cost to your heirs.
Clients often think that giving to charity means their children get less, but this does not have to be true when clients have significant tax to pay in their estates. Markewich Financial has helped clients create private foundations, charitable remainder trusts and specially designed insurance and annuity plans to multiply family gifts.

Clients often think that giving to charity means their children get less, but this does not have to be true when clients have significant tax to pay in their estates. Markewich Financial has helped clients create private foundations, charitable remainder trusts and specially designed insurance and annuity plans to multiply family gifts.