HNW Blog

Learn how you can benefit from investing in tax-advantaged plans, such as a TFSA, RRSP and RRIF.

How We Manage Risk To understand how we manage risk, it’s important to first define risk. To us, we think of risk as not having money when you need it. Let us illustrate this concept with a very simple example: Your car is 7 years old with 200,000 km...

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

Watch a panel of specialists discuss strategies and resources you can use to navigate care for yourself or a loved one.

China’s economy is struggling. A coordinated stimulus to curb the crippling housing crisis and support local governments is being announced. We explore the measures undertaken and contemplated and their potential implications for portfolios.

In 2023, Canada launched the FHSA (Tax-Free First Home Savings Account), a new financial tool designed to help first-time home buyers save up to $40,000 tax-free. Think of it as a hybrid between the RRSP and TFSA: you get the tax-deductibility of an RRSP...

If only we were to get a dollar for every client who either tells us they don't have a will, or that it hasn't been updated for a long-time.... As part of our offering, we do provide those qualifying clients with a will and estate consultation through...

So, what’s the big idea with TFSAs? Simple. They’re one of the best savings tools in Canada because they allow your investments to grow tax-free. That’s right, no tax on interest, dividends, or capital gains. The TFSA started back in 2009, and the government...

The level of the overnight rate is still restrictive at 3.75% and the BoC in the press release hinted at future rate cuts will follow to support a return to stronger GDP growth.