Monthly Partner Memo - July 2021

Jul 01, 2021 |Paul Chapman

It’s July 1st, and we need to address the state of the nation. A simple response might be to say, "Let's cancel Canada Day." However, this could be a missed opportunity to work towards much needed healing for all.

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“You Don’t Know What You Don’t Know Series” – You Should Definitely Have A Will: Actually, You Should Maybe Have Two

Jun 01, 2021 |Paul Chapman

A multiple Will strategy can save you significant taxes upon our passing, and is a simple strategy that many of us need to consider.

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Monthly Partner Memo – June 2021

Jun 01, 2021 |Paul Chapman
Let’s kick off this month’s note with a quote from the legendary father of value investing, Benjamin Graham. Given the FOMO-driven speculative behaviour we’ve been seeing in recent months from many, I find it particularly prescient to put things from...
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Monthly Partner Memo – May 2021

May 01, 2021 |Paul Chapman

Thankfully, in Canada we are finally making some progress on vaccinations. I hope that most of you have received or at least booked had the chance to book your initial shot.

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“You Don’t Know What You Don’t Know Series” – Charitable Strategies Can Help Build Your Wealth Along With The Charities You Support

Apr 16, 2021 |Paul Chapman

Building charitable strategies into your wealth management plan creates the ability to streamline your giving, and often help build additional wealth for you, your estate and the charities you choose to support.

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Monthly Partner Memo – April 2021

Apr 01, 2021 |Paul Chapman

Spring seems to have come quickly, and with it some hope that vaccines will be administered for you and your family in the coming weeks and months.

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Monthly Partner Memo – March 2021

Mar 01, 2021 |Paul Chapman

With a semblance of normalcy returning to daily life just on the horizon, and the blessing of a few warmer and sunnier days of late, there is a glimmer of hope for many of us to be able to put groundhog day behind us.

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Monthly Partner Memo – February 2021

Feb 01, 2021 |Paul Chapman

As we continue to live through lockdown with hope on the horizon, we are seeing a good number of respected market pundits make a ‘market top’ call, and claims that we’re deep into bubble territory.

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"You Don't Know What You Don't Know" Series - Income Splitting Strategies That Can Bring You Found Money

Jan 08, 2021 |Paul Chapman

There are a number of relatively straightforward strategies that you may be able to take advantage of that can save you and your family a significant tax bill on a recurring basis.

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Real Estate Professionals – You’re Now Allowed to Incorporate!

Jan 05, 2021 |Paul Chapman

Like some other professionals such as doctors, lawyers and accountants, real estate brokers are now allowed to incorporate - which is a powerful way to build wealth.

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