Wealth strategies
Estate planning
Protect your family, assets and legacy.
Estate planning
Federal budget 2024
Budget 2024 includes net new spending of $39.2 billion over the next five years intended to make housing more affordable, to make life cost less,…
Estate planning
Is your will up to date?
Creating a will isn’t a ‘set it and forget’ it document. Review your will once every five years, or whenever there’s a significant life development.
Estate planning
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…
Estate planning
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…
Estate planning
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.
Estate planning
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…
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.
Estate planning
Estate planning for 2SLGBTQIA+
Estate planning is important for everyone, but it’s particularly crucial if you’re a member of the 2SLGBTQIA+ community.
Business owners
The value of financial advice
Why working with a financial advisor makes sense – now more than ever.