Preparing the next generation for wealth
How do you know when (and how) to introduce the next generation to the family wealth picture? Creating a plan to navigate these complex wealth…
Maximize your charitable giving
Want to be more strategic about your charitable giving? Learn how a carefully crafted strategic giving plan can maximize tax efficiency and help you leave…
Proposed changes to the Alternative Minimum Tax and what they could mean for philanthropy
Although it’s been around since 1986, most Canadians aren’t aware of the Alternative Minimum Tax (AMT) rule.
2023 year-end tax planning checklist
Take some key steps before the end of the year and early in the new year from a tax planning perspective to make a positive…
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.
Estate planning for 2SLGBTQIA+
Estate planning is important for everyone, but it’s particularly crucial if you’re a member of the 2SLGBTQIA+ community.
The value of financial advice
Why working with a financial advisor makes sense – now more than ever.
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.…
New trust reporting rules
Trustees may have additional tax reporting obligations with respect to trusts they manage as of 2023.