Insights

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 you’ve realized or may realize in your non-registered...

Opportunities to reduce your 2022 tax bill

As a young adult, having a valid Will and power of attorney may seem like something you only need to pay attention to later in life. Find out why these plans are important, whether you're 25 or 85.

Agile, growth-focused moves by family offices in the last two years have helped enterprising families grow their wealth and expand their legacy.

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

Good morning, It has been a rather eventful few weeks, with third quarter earnings results and central bank policy, yet again, driving much of the market narrative. These developments weren’t outright positives. But, weighed against rather downbeat expectations...

Good evening, Fixed Income markets and bonds have been challenging to hold this year given the volatility. This remains one of the tougher years for bond investor on record, which is why I have attached an excellent report that speaks to how changes in...

If you’re a student or are considering a return to school, you may want to take advantage of the tax credits and deductions that may be available to you as a student.

Good morning, This past week, the U.S. consumer price index (CPI) for the month of September was released and, it was not only higher than expected, but also higher than the preceding month. The “core” measure, which excludes food and energy prices, rose...