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.
Social Security, CPP and OAS: What happens when you have worked on both sides of the border
Individuals who have worked and contributed into social security in both Canada and the U.S. can generally collect retirement benefits from both countries.
Retirement & Estate Planning
Estate Freeze 101
If the value of your corporation has appreciated over the years and it is expected to continue to grow, you may want to consider an estate freeze.
Retirement & Estate Planning
The Dreaded R-word
6/24/2022
Listen to our podcast with Nadeem Kassam and Ellis Phifer.
Markets & Investing
Client Insights: Market Update
6/24/2022
Market volatility has remained quite elevated and prevalent across global asset classes during the first half of 2022.
Markets & Investing
Portfolio Strategy
6/17/2022
We expect the wind to continue to blow markets in all directions in H2/2022, similar to what we have observed
so far this year.
Markets & Investing
How Cyber Savvy Are You?
Cyberattacks are North America's fastest-growing crime. Review these tips for keeping your personal information safe.
Life Events, Lifestyle & Technology
Estate Complexity Calculator
6/14/2022
Check out our new Estate Complexity Calculator
Retirement & Estate Planning
REITs and residential real estate vs inflation and regulations
6/7/2022
Listen to our podcast with Nadeem Kassam and Brad Sturges.
Markets & Investing
Tax Flash Bulletin
2022 Federal Budget Highlights
Tax Planning
Tax Flash Bulletin
2022 Alberta Budget Highlights
Tax Planning
Tax Flash Bulletin
2022 Nova Scotia Budget Highlights
Tax Planning
