Estate planning
Giving back after a financial windfall: A case study approach
Expecting a significant financial event? Planning your charitable giving early can help maximize tax benefits and make a lasting impact.
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
Investing
How to navigate ‘the money talk’ with your partner
Money is one of the hardest topics for couples to discuss. That’s because when you bring a partner into the picture, you’re not just combining…
Investing
Your money journey starts here
Your journey with money doesn't have to be complicated — it just needs to start.
Investing
Why young women should invest early
When you invest, you’re not just growing your money – you’re taking control of your financial future.
Investing
Gen X: The forgotten generation
Heard of Generation X? They’re the often-overlooked group stuck between the larger Baby Boomers and Millennials. But don’t be fooled — they’re more influential than…
Estate planning
Being an executor/liquidator: What you need to know
So you’ve been asked to be an executor (known as a liquidator in Quebec) for a friend or loved one. Make sure you know what’s…
Tax savings
Proposed changes to capital gains inclusion rate
Since being announced in the 2024 federal budget, the increase to the capital gains inclusion rate effective after June 25, 2024 has attracted significant public…
Investing
How to navigate ‘the money talk’ with your partner
Money is one of the hardest topics for couples to discuss. That’s because when you bring a partner into the picture, you’re not just combining…
Investing
Your money journey starts here
Your journey with money doesn't have to be complicated — it just needs to start.
Investing
Why young women should invest early
When you invest, you’re not just growing your money – you’re taking control of your financial future.
Investing
Gen X: The forgotten generation
Heard of Generation X? They’re the often-overlooked group stuck between the larger Baby Boomers and Millennials. But don’t be fooled — they’re more influential than…
Estate planning
Being an executor/liquidator: What you need to know
So you’ve been asked to be an executor (known as a liquidator in Quebec) for a friend or loved one. Make sure you know what’s…
Tax savings
Proposed changes to capital gains inclusion rate
Since being announced in the 2024 federal budget, the increase to the capital gains inclusion rate effective after June 25, 2024 has attracted significant public…
Business owners
Help your business thrive with tailored management and success advice.
Business owners
How to build a more inclusive business
As we recognize Pride Month, it’s a good opportunity to reflect on some ways in which businesses can create a more inclusive environment for the…
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…