5 Reasons Why Financial Planning Is Key to Reaching Your Goals
7/18/2024
Navigate your way to financial prosperity with comprehensive financial planning.
Life Events, Lifestyle & Technology
July 2024: Rate Easing Cycle Kicks off in Canada, with U.S. to Follow Soon
7/17/2024
As we settle into summer, we are relieved to have started into an interest rate easing cycle, at least in Canada.
Markets & Investing
Insights and Strategies
7/2/2024
On June 5 the Bank of Canada (BoC) lowered its policy interest rate for the first time in over four years, after holding its rate at 5.00% for the past 11 months.
Markets & Investing
Implications of Selling Canadian Real Estate as a Non-Resident of Canada
6/27/2024
This article has been updated to reflect a few key changes following the April 16, 2024, Federal Budget.
Tax Planning
Update to Capital Gains Inclusion Rates
6/13/2024
On June 10, 2024, the government tabled a Notice of Ways and Means Motion (NWMM) that contained the much-anticipated tax legislation outlining the changes to capital gains inclusion rates (CGIR).
Tax Planning
Insights and Strategies
6/3/2024
Connecting the Dots on the Productivity Problem
Markets & Investing
Insurance solutions to help build and protect your wealth
5/24/2024
During the process of financial planning, discussions will revolve around investments, savings, and retirement accounts.
Life Events, Lifestyle & Technology
Turning Non-Deductible Mortgage Interest into Tax Deductible Investment Loan Interest
5/15/2024
Analysis from a tax practitioner on the strategy’s risks and requirements.
Tax Planning
2024 AMT Changes - Could You Be Impacted?
4/29/2024
April 26, 2024 update following the release of the 2024 Federal Budget.
Tax Planning
April 2024: Getting Closer to Rate Cuts
4/22/2024
The first quarter of 2024 was much stronger than expected.
Markets & Investing
Planning for Changes to Taxation of Capital Gains
4/19/2024
The federal government has given Canadians 70 days’ notice to put their capital gains planning affairs in order.
Tax Planning