How Corporate Wealth Transfer Can Preserve Your Asset

March 05, 2025 |John Hastings CFA MBA
The Corporate Wealth Transfer strategy is common planning strategy that helps business owners transfer surplus assets held in their Canadian Controlled Private Corporation (e.g. a holding company). This approach is ideal for those with excess cash or...
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Tariffs’ leverage extends far beyond trade

Tariffs’ leverage extends far beyond trade

February 05, 2025 |Atul Bhatia, CFA

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making.

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Bank of Canada cuts by 50 bps, signals more gradual approach to follow

Bank of Canada cuts by 50 bps, signals more gradual approach to follow

December 11, 2024 |Claire Fan
The Bottom Line: As expected, the Bank of Canada (BoC) cut the overnight rate by another 50 bps to 3.25% on Wednesday, right to the top end of the BoC’s “neutral” range estimate (2.25% – 3.25%). Macklem’s opening statement made clear that with interest...
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Global Insight 2025 Outlook: Canada

Global Insight 2025 Outlook: Canada

December 03, 2024 |Sunny Singh, CFA, and Josh Nye

Despite potential headwinds, we are generally constructive on Canadian markets, though we expect less outperformance in credit.

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The price of Fed rate cut success is steep, but not too steep

The price of Fed rate cut success is steep, but not too steep

October 02, 2024 |Thomas Garretson, CFA

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a re

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Are you really a Canadian tax resident? Find out before it's too late.

September 16, 2024 |Jim Noble

Are You Really a Canadian Tax Resident? Find Out Before It's Too Late!"

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Individual Pension Plans - is it right for you and your business?

September 16, 2024 |Jim Noble

Unlock the secret to maximizing your retirement savings! Discover how an Individual Pension Plan can help you save more, protect your assets, and boost your retirement income.

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Jim Noble and John Hastings

The Business Owner Playbook Podcast #1

April 15, 2024 |John Hastings
Our very first Podcast is now live! Reports referenced in podcast: RBC Mid-Market M&A COVID-19 Update RBC Mid-Market 2020 Q1 Update As a business owner, COVID-19 is something you probably never imagined happening. Now that it has, over the last 7 weeks...
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Pico

When the world gives you lemons, you make lemonade

April 15, 2024 |John Hastings
Jim and I recently caught up with Chris Rasmussen, CEO of Pico Hospitality, who two months ago, was in the business of selling heating and cooling products for food in the hospitality industry. But as that industry was effectively shut-down due to all...
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“It’s a steal, it’s a deal, it’s the sale of the century”

April 15, 2024 |John Hastings
Think of any item you buy routinely. It could be something at the grocery store, socks, accessories, etc. We all have them, and we are all acutely aware of the price we pay for them. For example, I am the one in our household who does the bulk of the...
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