Capital Losses and Tax Loss Selling

Aug 15, 2018 |Warren Andrukow
Sometimes you may realize a capital loss on the sale of your securities or you may own securities in a loss position. This article summarizes the tax rules and opportunities surrounding capital losses that you have realized or may realize in your non-registered...
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When Should You Review Your Will or Estate Plan?

Aug 15, 2018 |Warren Andrukow
We all know the importance of regular health checkups with our doctor or regular car maintenance check ups with our mechanic but when’s the last time you took a look at your Will or estate plan? Is it due for a checkup? Have you experienced any life changes...
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No asset in your estate can be as emotionally charged as the family cottage

Aug 15, 2018 |Leanne Kaufman
As a cottage owner, open dialogue with the next generation is critical for avoiding potential conflict for those you leave behind. Cherished tradition is deeply steeped in every aspect of our family cottage, largely because my children are the fifth generation...
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The new Canadian legacy

Jul 31, 2018 |The Economist Intelligence Unit
New Canadian legacy defined by family, friends and social impact For many high-net-worth individuals (HNWIs) in Canada, legacy no longer means having a hospital wing or performing arts building named after them. Indeed, today, the meaning of legacy is...
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The next generation of giving: How Millennials can make an impact

Jul 31, 2018 |Warren Andrukow
The way high-net-worth Millennials are sharing their wealth is changing the dynamics of philanthropy in the U.S. There are over 80 million Millennials living in the U.S. and as they move to inherit wealth from their parents and grandparents, they will...
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The new face of wealth and legacy: How women are redefining wealth, giving and legacy planning

Jun 20, 2018 |The Economist Intelligence Unit
As women and the next generation rise in financial power they will fundamentally change the meaning of legacy.   Introduction The rising economic clout of women is perhaps one of the most significant economic shifts of recent decades. Not only are women...
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Estate Planning Strategy and Checklist

May 22, 2018 |Warren Andrukow
Estate Planning Strategy and Checklist This month we thought we would address a couple of subjects that are often overlooked, but are of tremendous importance to your family’s future and / or your chosen bequests. Carefully thought-out Estate Planning...
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Now and Then: Dealing With Market Uncertainty

Apr 03, 2018 |Dave Goetsch
Dave Goetsch, Executive Producer of  The Big Bang Theory, reflects on his investment experience in the recent market downturn and contrasts his new perspective with memories of the 2008-2009 financial crisis.   Seeing all the recent headlines about the...
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2018 Federal Budget Summary

Feb 28, 2018 |Warren Andrukow

A summary of the key tax measures that may have a direct impact on you.

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2017 Review - Economy and Markets

Feb 05, 2018 |Warren Andrukow

This report details the performance of global markets in 2017. It also provides an important lesson in the importance of remaining disciplined regardless of where we are in the economic cycle, and regardless of what "the experts" are forecasting.

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