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.

One Size May Not Fit All: Creating a Meaningful Legacy in Your Estate Plan
3/30/2023
Watch our latest Client Insights webinar.
Retirement & Estate Planning
Tax Flash Bulletin
3/29/2023
2023 Federal Budget Highlights.
Tax Planning
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New Tax Return Filing Requirements for Residential Property Owners (UHT)
3/27/2023
The first tax returns for the newly legislated federal Underused Housing Tax (UHT) are due May 1, 2023.
Tax Planning
Tax Flash Bulletin
2023 Nova Scotia Budget Highlights.
Tax Planning
Tax Flash Bulletin
2023 Ontario Budget Highlights.
Tax Planning
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Tax Flash Bulletin
2023 Saskatchewan Budget Highlights.
Tax Planning
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Tax Flash Bulletin
2023 Quebec Budget Highlights
Tax Planning
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Key Person Insurance: How to Recruit, Retain and Reward Great Talent
3/24/2023
How to Recruit, Retain and Reward Great Talent.
Life Events, Lifestyle & Technology
Charitable Donations Through Your Corporation
3/24/2023
You may be aware of the generous tax incentives offered by the Canadian government for personal donations made to a registered charity.
Life Events, Lifestyle & Technology
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How to Manage Debt Efficiently
3/24/2023
Many people dream of being debt-free.
Life Events, Lifestyle & Technology
Business Succession Planning and Personal Estate Planning
3/24/2023
Running a business on your own can be difficult, let alone a family business. Like any business, running a family business has its rewards and challenges.
Life Events, Lifestyle & Technology
Men, the Home and Gender Equity
3/22/2023
March is Women’s History Month.
Life Events, Lifestyle & Technology