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 Income Tax Update
3/28/2024
Watch our latest Client Insights webinar.
Tax Planning
2024 Ontario Budget Highlights
3/28/2024
On March 26, 2024, Peter Bethlenfalvy, Minister of Finance tabled the 2024-25 Ontario budget.
Tax Planning
Read
Read
US Citizens in Canada - Tax Implications of Owning a Canadian Home
3/27/2024
US citizens living in Canada should understand the various US and Canadian tax rules related to owning a Canadian home.
Tax Planning
Update on the Canadian mutual fund and ETF industry
3/25/2024
Listen to our podcast with Luke Kahnert.
Markets & Investing
2024 Saskatchewan Budget Highlights
3/21/2024
On March 20, 2024, Saskatchewan Minster of Finance, Donna Harpauer, released the province’s budget for the 2024-2025 fiscal year.
Tax Planning
Read
2024 Quebec Budget Highlights
3/13/2024
On March 12, 2024, Quebec’s Finance Minister, Eric Girard, released the province’s 2024-2025 budget.
Tax Planning
Watch Video
Q&A Follow-Up: Planning for the Administration of Your Estate
3/8/2024
Watch our latest Client Insights webinar.
Retirement & Estate Planning
Read
2024 NS Budget Highlights
2024 Nova Scotia Budget Highlights.
Tax Planning
Implications of Selling Canadian Real Estate as a Non-Resident of Canada
3/5/2024
Congratulations, you are looking to sell your Canadian property and hopefully will walk away with some fruitful gains.
Tax Planning
Read
2024 AB Budget Highlights
2024 Alberta Budget Highlights.
Tax Planning
Failure to Launch: Adult Dependents and their Estate Rights
3/1/2024
Listen to our podcast with Paula Lester.
Markets & Investing
Insights and Strategies
3/1/2024
Will Reshoring Create New Opportunities?
Markets & Investing