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…

the challenge of tax planning

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

Business owners

Help your business thrive with tailored management and success advice.

business owner expressing a sense of relief after getting financial advice from an advisor

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…

4 minute read

Intergenerational family analyzing their business succession plan

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…

10 minute read

making a thoughtful business decision

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…

4 minute read

Advisor giving advice on saving to a TFSA or to a corporation

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.…

2 minute read

Physicians chatting on their lifestyle spending and better financial planning

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,…

7 minute read

business owner seeking advice on portfolio strategies

Business owners

Checklist for business owners

The devastating economic impact of the COVID-19 public-health crisis has left many business owners overwhelmed. This checklist is intended to help you focus your attention…

6 minute read