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…
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
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
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…
Insurance
Wealth management and the “I” word
Life insurance offers financial protection against the unexpected, but it’s also a flexible tool to help you build wealth & achieve your goals in a…
Women & wealth
Women and the wealth journey
As women in Canada increasingly build their own wealth, partnering with the right advisor is critical. While no two investors are alike, many women share…
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
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…
Insurance
Wealth management and the “I” word
Life insurance offers financial protection against the unexpected, but it’s also a flexible tool to help you build wealth & achieve your goals in a…
Women & wealth
Women and the wealth journey
As women in Canada increasingly build their own wealth, partnering with the right advisor is critical. While no two investors are alike, many women share…
Business owners
Help your business thrive with tailored management and success advice.
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,…
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…