Investing
So, you want to buy a vacation property — but is it a good investment?
Here are a few things you should think about before you seriously consider purchasing a vacation property.
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
Gifting in life: What you need to know
Gifting in life allows you to support the people and causes you care about – gradually passing on your wealth during your lifetime.
Business owners
The value of financial advice
Why working with a financial advisor makes sense – now more than ever.
Tax savings
The Tax-Free First Home Savings Account (FHSA): Questions & Answers
The FHSA is a tax-free savings account for first-time home buyers. It offers the opportunity to save $40,000 on a tax-free basis and is designed…
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.
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.…
Estate planning
Gifting in life: What you need to know
Gifting in life allows you to support the people and causes you care about – gradually passing on your wealth during your lifetime.
Business owners
The value of financial advice
Why working with a financial advisor makes sense – now more than ever.
Tax savings
The Tax-Free First Home Savings Account (FHSA): Questions & Answers
The FHSA is a tax-free savings account for first-time home buyers. It offers the opportunity to save $40,000 on a tax-free basis and is designed…
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.
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.…
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.
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.…