Wealth transfer: Five tips to help avoid family conflict

Wealth transfer: Five tips to help avoid family conflict

August 01, 2024 |Portfolio Advisor – Summer 2024
You can preserve family harmony and your wishes for your estate with careful planning and open conversations. After spending their lives building wealth, most parents hope their legacy will provide their heirs security and enjoyment—not family strife...
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Gold, silver or bronze – What quality of retirement is your plan leading you to?

Gold, silver or bronze – What quality of retirement is your plan leading you to?

August 01, 2024 |Portfolio Advisor – Summer 2024
Achieving a successful retirement is about more than reaching the podium of financial security that enables you to make this important life change. Your quality of life in retirement will also have a great deal to do with how you live your life and why...
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Gain changer

Gain changer

August 01, 2024 |Portfolio Advisor – Summer 2024
The federal government’s new capital gains inclusion rates mean that, in certain circumstances, Canadians will now be paying more tax on their gains from capital asset transactions. For many investors, this will be a game – and net gain – changer. Here...
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Around the world in 80 seconds

Around the world in 80 seconds

August 01, 2024 |Portfolio Advisor – Summer 2024
Canada The economy continued to struggle through the first half of the year, eking out only tepid growth while the employment picture continued to deteriorate. Canadian households are showing increasing signs of financial stress, as interest rate increases...
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