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.
Wealth strategies
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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
Women & wealth
Celebrating International Women’s Day
This year, we take intentional time to celebrate the incredible women in our lives and at our firm, as we #EmbraceEquity – this year’s IWD…
Estate planning
Trusts: a powerful wealth planning tool
A trust is a powerful wealth planning tool that may allow you to get specific about how you want to transfer your wealth to beneficiaries.…
Tax savings
2022 year-end tax planning checklist
Effective wealth planning takes place throughout the year. However, you can take some key steps before the end of the year and early in the…
Estate planning
Take charge of your financial future after a dementia diagnosis
While many people can continue to live happy and productive lives for years after a diagnosis, at some point there may be a time when…
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…
Life events
Financial considerations when you change jobs
Whether you’re considering changing jobs, switching careers or leaving your job entirely to discover your passion, be sure to give careful thought to the financial…
Women & wealth
Celebrating International Women’s Day
This year, we take intentional time to celebrate the incredible women in our lives and at our firm, as we #EmbraceEquity – this year’s IWD…
Estate planning
Trusts: a powerful wealth planning tool
A trust is a powerful wealth planning tool that may allow you to get specific about how you want to transfer your wealth to beneficiaries.…
Tax savings
2022 year-end tax planning checklist
Effective wealth planning takes place throughout the year. However, you can take some key steps before the end of the year and early in the…
Estate planning
Take charge of your financial future after a dementia diagnosis
While many people can continue to live happy and productive lives for years after a diagnosis, at some point there may be a time when…
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…
Life events
Financial considerations when you change jobs
Whether you’re considering changing jobs, switching careers or leaving your job entirely to discover your passion, be sure to give careful thought to the financial…
Business owners
Help your business thrive with tailored management and success advice.
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…
Business owners
Are you incorporated?
A common question we hear from business owners is whether they should wield their Tax-Free Savings Account (TFSA) or private corporation as a savings vehicle.…
Business owners
Physicians and financial management
As a physician, managing your wealth effectively requires continuous attention to ensure that as your goals change & as financial markets & government regulations evolve,…