Sana Family Office

08/25/2025

Half of all business owners exit unexpectedly and involuntarily due to the "5 D's": Death, Disability, Divorce, Distress or Disagreement. Without a plan, you risk losing everything you've built.

"If your business depends on you, you don't own a business—you have a job." - Michael Ge**er. The solution? A proactive Exit Plan.

Join us on September 25, 2025, 8AM to 10:30AM at Northview Golf Course for "Build an Exit-able Business". This workshop is your roadmap to a profitable, seamless exit strategy.

You'll learn how to…
- Close your Profit Gap: Strengthen financials & reporting.
- Unlock Hidden Value: Build transferable, scalable operations.
- Plan Your Financial Future: Protect & grow post-exit wealth.

Don't wait for an involuntary exit; choose your path to freedom.

Seats are limited, secure your spot now!
https://www.eventbrite.ca/e/build-an-exit-able-business-talk-business-owner-event-tickets-1420039499369

07/15/2025

80% of businesses never sell; 75% of owners regret their exit! Don't be a statistic – it's time to plan for success.

Join us at our "Build an Exit-able Business" workshop on September 25, 2025, 8AM to 10:30AM at Northview Golf Course.

Learn from the professionals on how to conquer the 3 crucial Gaps for a successful exit:

🔹 Profit Gap: Maximize financial strength & minimize tax.
🔹 Value Gap: Increase buyer premium and unlock your business's true potential.
🔹 Wealth Gap: Secure your personal and multi-generational financial future.

Seats Limited! Secure your spot here:
https://www.eventbrite.ca/e/build-an-exit-able-business-talk-business-owner-event-tickets-1420039499369

Gain actionable strategies to maximize value, unlock wealth, and realize your freedom.

Seats are limited, don’t miss out - Register now!

06/05/2024

Do you know a rockstar administrative assistant? Are you that person yourself?

We’re looking for our next admin assistant to join our team in a position with room to grow.

You can learn more about the opportunity at sanafamilyoffice.com/jobs

12/06/2023

The head of the CPP Investment Board recently claimed that the Canada Pension Plan has returned 9.6% annualized over the last 10 years.

If that’s the case, you can presumably thank Private Market Investments.

Likely bigger than you think...

12/05/2023

According to a UK-based survey, 64% of investors said that a lack of knowledge about private markets is preventing them from dipping their toes in this investment class.

Well, here’s the 101 ⬇

https://www.youtube.com/shorts/5kMycdAhxcI

Here's a brief rundown on Private Market Investments, both in equity and fixed income.

12/04/2023

Private Market Investments might be unbeknownst to many, but they also might be the most attractive investment class that most investors don't know much about.

On the latest episode of the Wealth Wisdom Podcast, I’m joined by Geof Marshall to talk about why Private Market Investments could be a worthwhile addition to your portfolio.

It's finally becoming easier for individual investors to access Private Market Investments. So, should you add them to your portfolio?

09/29/2023

Oh Canada 🍁

Canadian stocks have lagged the rest of the market so far in 2023. Does that mean better days are ahead?

Kevin McSweeney touches on that here.

https://www.youtube.com/shorts/i9WsVgX2g0g

09/25/2023

Are Canadian stocks due for a catch up?

That was the primary topic of discussion on the latest episode of the Wealth Wisdom Podcast, featuring guest Kevin McSweeney (Senior VP & Portfolio Manager, CI Global Asset Management).

Kevin and I discussed a wide range of topics including potentially undervalued Canadian sectors, the most recent outlook for interest rates, and more.

Check out the episode here. ⏬⏬⏬

Kevin McSweeney (Senior VP and Portfolio Manager, CI GAM) joins the latest episode of the Wealth Wisdom Podcast to discuss Canadian equities outlook and more...

09/08/2023

What do plumbers and performance coaches have in common?

Find out here ⏬

Dr. Kolin Kriitmaa uses this metaphor to help explain how a performance coach can help their clients.

08/21/2023

Performance coaches aren’t just for athletes.

Dr. Kolin Kriitmaa talks about the changing demographics of performance coaching clientele in this clip below from the Wealth Wisdom Podcast.

Dr. Kolin Kriitmaa talks about how his clientele has changed over the past 5 years on this clip from the Wealth Wisdom Podcast.

08/17/2023

“It’s too early to declare victory.”

Stephen Lingard, CFA lays out the positives and negatives in the battle against inflation in Assante’s monthly Portfolio Construction column here.

Stephen Lingard, Senior VP at CI Global Asset Management, recaps the battle against inflation and lays out the road ahead.

08/14/2023

Have you used a Performance Coach before?

While Performance Coaches have largely been used by athletes, there’s been a rise of business owners who are seeking our their services.

Local Performance Coach Kolin Kriitmaa touched on that shift and more during this latest episode of the Wealth Wisdom Podcast.

Check out the episode here. ⏬⏬⏬

Local Performance Coach Dr. Kolin Kriitmaa joins the latest episode of the Wealth Wisdom Podcast.