Wealth strategies
Estate planning
Protect your family, assets and legacy.
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.
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
New trust reporting rules
Trustees may have additional tax reporting obligations with respect to trusts they manage as of 2023.
Estate planning
Family trusts & prescribed rate loans
Income-splitting with minors may reduce tax & maximize cash flow A prescribed rate loan arrangement can be used by couples (spouses or common-law partners) to…
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…