Blog

We analyze the 2023 Fall Economic Statement and outline the tax and support measures that may impact Canadians and their families.

We analyze the 2022 Fall Economic Statement and summarize the measures that may affect Canadians and their families.

We analyze the latest proposed federal budget measures, and the effect they may have on you.

KEY TAKEAWAYS Stock markets continued to climb higher in 2021, with the S&P 500 hitting a series of all-time closing highs and ending the year near a record. While COVID-19 continued to dominate headlines, concerns also focused on inflation and its potential...

The year 2020 proved to be one of the most tumultuous in modern history, marked by a number of developments that were historically unprecedented. But the year also demonstrated the resilience of people, institutions, and financial markets. The novel coronavirus...

Some investors favor a dollar-cost averaging (DCA) approach to deploying their investment capital. Unlike lump-sum investing, in which the full amount of available capital is invested up front, DCA spreads out investment contributions using installments...

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...

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...

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...