Tax savings
2024 year-end tax planning checklist
Make some key tax-planning and time sensitive steps before the end of the year and early in the new year to make a positive impact…
Wealth strategies
Advice to
act on.
Building wealth is about more than investing and portfolio management. You need an overall strategy. And you need to know your options. Explore insights from our team on wealth management approaches to the things that make the biggest difference to your financial future.
Latest Articles
Estate planning
The Critical 10
Making smart investment choices is important at any stage in life, but it’s especially crucial during the five years before and after your retirement.
Tax savings
Proposed changes to capital gains inclusion rate
Since being announced in the 2024 federal budget, the increase to the capital gains inclusion rate effective after June 25, 2024 has attracted significant public…
Estate planning
How to manage a financial windfall
A financial windfall, whether it’s unexpected or expected, can be a life-changing event. Here are some tips to help you make the most of it.
Estate planning
Should you help your adult child buy a house?
As the cost of home ownership continues to rise in Canada, many adult children are turning to their parents for financial assistance to purchase their…
Estate planning
Is your will up to date?
Creating a will isn’t a ‘set it and forget’ it document. Review your will once every five years, or whenever there’s a significant life development.
Life events
Financial tips for new parents
Whether it’s through birth, adoption or surrogacy, deciding to have a child is one of the biggest life decisions you’ll ever make. The rewards are…
Estate planning
The Critical 10
Making smart investment choices is important at any stage in life, but it’s especially crucial during the five years before and after your retirement.
Tax savings
Proposed changes to capital gains inclusion rate
Since being announced in the 2024 federal budget, the increase to the capital gains inclusion rate effective after June 25, 2024 has attracted significant public…
Estate planning
How to manage a financial windfall
A financial windfall, whether it’s unexpected or expected, can be a life-changing event. Here are some tips to help you make the most of it.
Estate planning
Should you help your adult child buy a house?
As the cost of home ownership continues to rise in Canada, many adult children are turning to their parents for financial assistance to purchase their…
Estate planning
Is your will up to date?
Creating a will isn’t a ‘set it and forget’ it document. Review your will once every five years, or whenever there’s a significant life development.
Life events
Financial tips for new parents
Whether it’s through birth, adoption or surrogacy, deciding to have a child is one of the biggest life decisions you’ll ever make. The rewards are…
Business owners
Help your business thrive with tailored management and success advice.
Business owners
How to build a more inclusive business
As we recognize Pride Month, it’s a good opportunity to reflect on some ways in which businesses can create a more inclusive environment for the…
Business owners
The value of financial advice
Why working with a financial advisor makes sense – now more than ever.
Business owners
Female entrepreneurs: obstacles and opportunities
Female entrepreneurs aren’t just an important part of closing the gender gap, they are vital to the strength of our economy.
Business owners
The emotional side of selling your business
Eat, slept and dreamt your business. But now it’s time to move on. The decision to sell can be the result of many factors, but…
Business owners
Intergenerational business transfers
If you are planning to sell your small business to a family member, recently approved Bill C-208 will make this process easier. Read this article…
Business owners
Salary, dividends, or a combination of both?
If you are incorporated, what is the best approach to remuneration – salary, dividends, or a combination of both? The amount that you pay yourself…