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.

Given the political uncertainty facing Canada, the fate of many of the measures announced in the 2024 Fall Economic Statement is highly uncertain. However, the fiscal update still serves as a snapshot of where the economy is headed and how upcoming challenges...

Dear Friends, I hope you had a great weekend. Well, although it’s not quite official, my Miami Dolphins almost certainly laid to rest any hopes of making the play-offs this year with their loss yesterday. Congratulations to all the Bills fans on another...

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...

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

Dear Friends, I hope you had a great weekend. North American equity markets are flirting with new highs, even as the incoming U.S. administration introduced fresh uncertainty. President-elect Donald Trump recently proposed sweeping tariffs: 25% on imports...

Dear Friends, I hope your weekend was a great one. It has been a busy few weeks of business and even some pleasure. Two weeks ago, Matt and I attended the RBC Wealth Management-Dominion Securities Managed Money Conference in Toronto. This is a highlight...