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
Raymond James Market Insights
3/7/2025
Fast Takes on Market Trends
Markets & Investing
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
Celebrating International Women’s Day and Investing in the Future
3/5/2025
International Women’s Day (IWD) provides an opportunity to recognize the achievements of women across all aspects of life while advocating for gender equity.
Life Events, Lifestyle & Technology
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
Insights and Strategies
2/14/2025
Tariffs continue to cloud an otherwise good outlook.
Markets & Investing
Raymond James Market Insights
2/14/2025
Fast Takes on Market Trends
Markets & Investing
Using Trusts in Estate Planning
2/7/2025
A trust is a legal structure often used to provide someone with the benefit of an inheritance without giving them control over the inherited assets.
Retirement & Estate Planning
