Market Perspectives
4/9/2025
The week after liberation day takes markets on a roller coaster ride
Markets & Investing
Insights and Strategies
4/4/2025
Liberation day tariff package hits hard around the world.
Markets & Investing


2025 Quebec Budget Highlights
3/27/2025
On March 25, 2025, Quebec’s Finance Minister, Eric Girard, released the
province’s 2025-2026 budget.
Tax Planning
2025 Saskatchewan Budget Highlights
3/20/2025
On March 19, 2025, Saskatchewan Minster of Finance, Jim Reiter, released the province’s budget for the 2025-2026 fiscal year.
Tax Planning
Client Story - Retirement in Focus
3/17/2025
The sale of a business opens multiple options in retirement.
Retirement & Estate Planning

Financial Planning with Total Wealth Solutions
3/14/2025
A well-crafted financial plan is the foundation for your total wealth management strategy. It's an essential first step to building wealth and creating order in your financial life as you live it.
Life Events, Lifestyle & Technology

Insights and Strategies
3/7/2025
The tariff threat train continues to roll.
Markets & Investing

2025 British Columbia Budget Highlights
3/5/2025
On March 4, 2025, British Columbia’s Minister of Finance, Brenda Bailey, tabled the province’s 2025/26 budget.
Tax Planning
2025 Alberta Budget Highlights
3/3/2025
On February 27, 2025, Alberta’s Minister of Finance, Nate Horner, tabled the province’s 2025 budget.
Tax Planning
2025 Nova Scotia Budget Highlights
2/28/2025
On February 18, 2025, Nova Scotia’s Minister of Finance and Treasury Board, John Lohr, tabled the province’s 2025-26 budget.
Tax Planning
Tax Considerations for Canadians Selling Their U.S. Properties
2/24/2025
Owning a U.S. property and travelling south to enjoy the sunshine...
Tax Planning