News & Resources to keep you well-informed
We have assembled a valuable and varied array of information here to help you become more informed and confident as an investor. Content is updated often, so revisit regularly. As always, if there is anything else you ever need, feel free to let us know.
Calculators
7/15/2020
Markets & Investing
Tax Implications of the Fall Economic Statement: Addressing everyday costs on a day filled with uncertainty
12/17/2024
On December 16, 2024, the Leader of the Government in Canada’s Ho...
Tax Planning
Understanding Probate: What you need to know.
12/16/2024
Probate is an administrative process, involving an application to court,
to prove the validity of a will and the executor’s power to act pursuant
to that will.
Retirement & Estate Planning
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
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
Save taxes by donating securities "in kind"
10/15/2024
When people make plans to support charitable causes, most focus on the amount of the gift — but how you donate matters, too.
Tax Planning
