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.

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 owners

The value of financial advice

Why working with a financial advisor makes sense – now more than ever.

12 minute read

Standing together, the growing number of female entrepreneurs in Canada

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.

10 minute read

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