Insights and Strategies
12/5/2024
Markets Closing Out a Good Year Despite Uncertainties
Markets & Investing
2024 Year-end Tax Planning Opportunities
These important tax and financial planning moves can help prepare you for the upcoming tax season and better align your finances with your short- and long-term goals.
Tax Planning
Fostering Generosity: Philanthropy for Today and Beyond
11/21/2024
Watch our latest Client Insights webinar.
Life Events, Lifestyle & Technology
Insights and Strategies
11/6/2024
Striking the Right Balance.
Markets & Investing
Quarterly Market Update: US Election Edition
10/23/2024
Watch our latest Client Insights webinar.
Markets & Investing
October 2024: Attempting to Stick the Soft Landing
10/22/2024
As we head into the home stretch of 2024, we seem to be in a good environment for equities.
Markets & Investing
Save taxes by timing donations strategically
10/15/2024
When it comes to charitable giving, when you donate can make a big difference to the amount of tax you save.
Tax Planning
Save taxes by donating securities in your "HoldCo"
10/15/2024
Many Canadians have already discovered the benefits of donating securities “in kind” to get a donation tax receipt for the fair market value of the gift and, at the same time, avoid capital gains tax.
Tax Planning
Insights and Strategies
10/1/2024
Do U.S. Elections Affect Canadian Markets?
Markets & Investing
The Advantaged Investor: Helping Mom and Dad Transition to Assisted Living or Retirement Facilities - (Episode 103)
9/25/2024
Listen to our podcast with Neela White.
Retirement & Estate Planning
The Family Cottage
9/19/2024
What to consider in your succession plan for the Family cottage.
Retirement & Estate Planning
