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.
2024 B.C. Budget Highlights
2/26/2024
On February 22, 2024, British Columbia’s Minister of Finance, Katrine Conroy, tabled the province’s budget for the 2024-2025 fiscal year.
Tax Planning
New Tax Return Filing Requirements for Residential Property Owners (UHT)
2/26/2024
The Minister of National Revenue announces that owners affected by the Underused Housing Tax (UHT) will have until April 30, 2024, to file their returns for the 2022 calendar year without being charged penalties or interest.
Tax Planning
Planning for the Administration of Your Estate
2/23/2024
Watch our latest Client Insights webinar.
Retirement & Estate Planning
Chief Economist Eugenio Alemán’s outlook for 2024
2/21/2024
Listen to our podcast with Eugenio Alemán’s.
Markets & Investing
Estate Planning for Beneficiaries with Disabilities
2/14/2024
An important purpose of estate planning is to sure that loved ones are financially cared for after a person’s passing.
Retirement & Estate Planning
Estate Planning for Blended Families
2/14/2024
The number of blended families in Canada is on the rise. Blended families
are those in which one or both spouses bring with them children from a
previous relationship.
Retirement & Estate Planning
Washington Policy Analyst Ed Mills | Hidden Fiscal Stimulus in the US
2/13/2024
Listen to our podcast with Ed Mills.
Markets & Investing
Insights and Strategies
2/1/2024
Finding a market commentary in 2023 that didn't mention the “Magnificent Seven” was
quite a challenge.
Markets & Investing
