Blog

Find out what income splitting is, and how a prescribed rate loan strategy may be beneficial for you as part of tax planning.

These strategies can help you maintain the lifestyle you had while working.

Important aspects to consider in organizing your financial picture.

This is the third report of a four-part series on the 2024 U.S. general election. Part I and Part II are available for review In the following update, we look at where the U.S. election race stands today and provide our thoughts on the interplay between...

The rapid and exciting evolution of Artificial Intelligence (AI) will bring with it many tools we can use to improve and enhance our lives. But we must also beware: amongst the many risks that AI presents, it also provides “promise” and opportunity to...

With Canadians living increasingly longer lives, we are experiencing new and unfamiliar challenges as we age – from health, to wealth, to well-being – that require thoughtful solutions and planning to overcome. For many of us, longevity is a blessing...

Economies have demonstrated resilience in the face of restrictive monetary conditions and inflation has now cooled sufficiently to prompt central-bank rate cuts. The global economy has managed to continue to grow, reinforcing our view that a recession...

Canada With inflation now largely contained and within their target range of 1% to 3%, the Bank of Canada has moved steadily, if cautiously, over the summer to bring down their trend-setting overnight rate from 5.00% to 4.25% with three sequential quarter-point...

This is the second report of a four-part series on the 2024 U.S. general election. Part I is available for review. Updates and recent developments With the U.S. elections over a month away, we thought it would be a good time to provide an update on recent...