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You can preserve family harmony and your wishes for your estate with careful planning and open conversations. After spending their lives building wealth, most parents hope their legacy will provide their heirs security and enjoyment—not family strife...

Achieving a successful retirement is about more than reaching the podium of financial security that enables you to make this important life change. Your quality of life in retirement will also have a great deal to do with how you live your life and why...

The federal government’s new capital gains inclusion rates mean that, in certain circumstances, Canadians will now be paying more tax on their gains from capital asset transactions. For many investors, this will be a game – and net gain – changer. Here...

Canada The economy continued to struggle through the first half of the year, eking out only tepid growth while the employment picture continued to deteriorate. Canadian households are showing increasing signs of financial stress, as interest rate increases...

These strategies can help make family meetings an effective tool in wealth-transfer planning.

You can preserve family harmony and your wishes for your estate with careful planning and open conversations.

Relative comfort on inflation should allow the Fed to shift its focus to the goal of full employment. But with labor market data pointing in different directions, we sift through the mixed messages and the impact on the Fed’s rate cut plans.

While mega-cap tech stocks have dominated U.S. equity performance so far this year, recently the rest of the market has been trying to take the baton. We discuss the main factors needed to make a clean handoff.

While AI and the Magnificent 7 have been exceedingly visible in their leadership, we spotlight two other trends with a clear impact on portfolio performance and how to approach U.S. equities as the economic environment inevitably evolves.