Insights & Ideas
Connecting you with some of Canada’s leading financial thought leaders.
Your Wishes. Your Way.
Whether you’re leaving a little or a lot, the key to protecting your loved ones is simple: just start. [...]
Measures to Address Income Sprinkling
Explore how recent changes to amended tax on split income (TOSI) rules apply to and have affected personal rates [...]
Assistance for Clients with U.S. Tax Filing Obligations
If you’re a U.S. taxpayer, learn about the additional information we can provide which allows you to make an [...]
Define Your Legacy with Charitable Giving
Continue your tradition of charitable giving and experience the benefits of a private foundation, without the upfront costs and [...]
Joint Ownership with Adult Children
Adding your adult child as a joint owner to your property could have unintended tax and legal consequences.* If [...]
Long-Term Investing Wins
Time in the market, not timing the market, is what builds wealth Stephen Rogers, Investment Strategist John Maynard Keynes once [...]
Pumped up GICS®
Upcoming changes to the GICS system promise to shake up strategies and methodologies of investors large and small. Some [...]
Tax & Estate Planning for Business Owners
As a business owner, having a well thought out tax and estate plan is key for financial success. Business [...]
Estate Planning for Blended Families
As a member of a blended family you need to pay careful attention to how your estate is structured [...]
Feverish Investing
Whatever your motives, it almost never pays to look for quick investment returns when a pandemic breaks out. On [...]