Succession Planning: Data Analysis, Patterns Identification, and Recommendations
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Project scope
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Data visualization Data analysis Data modelling Market researchSkills
research reports qualitative analysis succession planning statistical methods quantitative analysis analytical techniques research data analysis economics writingThe main goal of this part is to analyze the collected data, identify patterns and trends, and draw meaningful conclusions regarding succession planning readiness and potential economic consequences in Alberta. Based on the analysis, actionable recommendations will be provided to business owners, industry associations, chambers of commerce, and policymakers to improve succession planning practices and mitigate negative economic impacts.
- Data Analysis: use appropriate statistical methods and analytical techniques to analyze the collected data. This may involve quantitative analysis, qualitative analysis, or a combination of both, depending on the nature of the data and research objectives.
- Pattern Identification: explore the data to identify patterns, trends, correlations, and other relevant insights related to succession planning readiness among business owners in Alberta.
- Conclusions and Recommendations: based on the data analysis, draw meaningful conclusions about the current state of succession planning readiness and the potential economic consequences. Provide recommendations for business owners, industry associations, chambers of commerce, and policymakers to improve succession planning practices and mitigate negative economic impacts.
- Report Writing: prepare a comprehensive research report summarizing the findings, conclusions, and recommendations in a clear and concise manner. The report should include relevant visualizations such as charts, tables, and graphs to support the analysis.
Students will work closely with Senior Wealth Advisor, Cory Gagnon who is supervising and available for questions. This will also include occasional progress meetings where adjustments to the students' tasks and duties can be made if necessary.
About the company
For over three decades, the Beacon Family Office at Assante Financial Management Ltd. has supported ultra-high-net-worth individuals and their families with $3-30 million in investable assets to preserve, grow, protect, and successfully transition their wealth across generations.
Beacon Family Office at Assante uses an integrated approach to creating family offices that are here to continue building their philanthropic legacy. Partnering with niche experts, we remove the mystery of how to guide complex wealth management decisions across generations, across major family life events, and across borders via our sister company, CI Private Wealth in the United States. Whether selling a business, managing major real estate transitions, or coordinating wealth conversations with family members, Beacon Family Office at Assante. is by our clients side each step of the way.
Beacon Family Office at Assante Financial Management Ltd. is part of CI Assante Wealth Management, one of the largest Canadian professional services firms in wealth management. In 2003, Assante was purchased by CI Financial Corp. bringing additional financial strength and resources to the Assante organisation. CI Financial Corp. is a diversified wealth management firm and the third-largest investment fund company in Canada with approximately $340 billion in total assets. Since becoming a public company in 1994, CI has been one of the best-performing securities on the S&P/TSX Composite Index. Here, we have 750+ advisors who oversee $54 billion in assets for 300,000 clients and their families nationwide. CI Assante Wealth Management provides complete wealth management solutions to meet the needs and goals of Canadian families and businesses.
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