The Family Cottage: Managing Tax and Trust implications for Your Legacy For many, a family cottage is a treasured getaway, a place of relaxation and c...

Your First Summer Job. Believe It or Not, It’s Never Too Early to Start Saving and Investing! Getting your first summer job is a big achievement. Wi...

International Women's Day March 8th is International Women’s Day in Canada.  As we recognize this important day, the evolving landscape of Canadian...

In the world of financial planning, one strategy that has been particularly beneficial for high net-worth individuals in Canada is the use of prescrib...

In the world of finance, the phrase "higher for longer" has been making waves. The U.S. Federal Reserve's message to investors following the September...

Maximizing Charitable Impact and Tax Benefits as the Year Ends Charitable giving is a wonderful way to support communities and causes that are importa...

Navigating the aftermath of a loved one's death can be a daunting task, especially when faced with various administrative and legal responsibilities. ...

The Traditional Approach to Finance: A Numbers Game When we consider finance and investing, our initial inclination is often to approach it with a foc...

Experienced investors typically approach risk assets with a long-term view, utilizing short-term volatility to invest in themes they believe will pan ...

Canadians now have several tax effective savings vehicles to choose from, with the new tax-tree First-Home Savings Account (“FHSA”), the tax-free ...

Registered Education Savings Plans (RESPs) are an important tool in helping families save for your children’s post-secondary education. RESP account...

There are many types of Trusts that can be created but the one that stands out for couples is a Joint Partner Trust because of its unique estate plann...

The end of the year is almost here and many of us are looking forward to 2023. High inflation and rising interest rates have made managing our finance...

Prices and interest rates rising With prices way up, it will be a real challenge for the next generation to buy a house. Here's the problem: A house t...

For some of us, the holiday season brings the added stress of finding gift ideas for family and friends. The situation certainly becomes that more cha...

Overview of the Tax-Free First Home Savings Account (FHSA) As part of the 2022 Budget, the federal government introduced the Tax-Free First Home Savin...