HNW Blog

Succession planning has always been one of the most challenging moments in a business owner’s journey. Traditional approaches, selling to a competitor, private equity, or internal management, often create uncertainty for both founders and employees. But...

We keep hearing it from many of you - how much longer can the market (and your portfolio) keep climbing?climbing? Jim has aptly coined the term “altitude sickness” to describe the mix of excitement and unease that comes when markets reach new highs. Over...

Overall, the story of Budget 2025 is as expected. There is big new spending and deficits that would be even larger without review savings. Buffers are slim against the two fiscal anchors of a balanced operating budget by 2028-29, and a declining deficit-to-GDP...

A new playbook for balancing bigger government with fiscal health We believe the context and composition of government spending matter as much as the quantum. Cyclically, our outlook has Canada avoiding a recession from the current set of tariffs, but...

As a taxpayer, it's essential to understand the rules surrounding quarterly tax installments to minimize your tax liability. According to the Canada Revenue Agency (CRA), individuals who earn taxable income with no tax withheld or insufficient tax withheld...

The trade war remains in its early stages, with U.S. tariff revenues trailing behind announcements into the summer. Nevertheless, import tariffs collected as a share of U.S. imports have already risen to their highest level since the 1940s.

We were thrilled to have recently hosted Stephanie Dean, Manager of Financial Literacy at RBC Wealth Management to discuss the ins and outs of talking to your family about wealth. With her extensive experience working with families across the wealth spectrum...

Financial literacy event Join Stephanie Dean, Manager of Financial Literacy for RBC Wealth Management’s Family office team, for an exclusive event designed for those of you thinking about how — and when — to talk to your family about your wealth. Whether...

Over the years, we have seen countless headlines, political rhetoric, and policy shifts that have shaped both economic outcomes and investor behavior in the equity market. These cycles often create uncertainty, lack of clarity, and, in many cases, outright...