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We analyze the 2023 Fall Economic Statement and outline the tax and support measures that may impact Canadians and their families.
Agile, growth-focused moves by family offices in the last two years have helped enterprising families grow their wealth and expand their legacy.
We analyze the 2022 Fall Economic Statement and summarize the measures that may affect Canadians and their families.
The decline in household wealth comes at a time when Canadians are already feeling the squeeze of higher inflation and rising interest rates.
We expect higher interest rates, both in Canada and abroad, will ultimately begin to cool demand and price pressures as the year progresses.
We analyze the latest proposed federal budget measures, and the effect they may have on you.
Find out how certain strategies can help you reduce tax and incorporate charitable giving.
People's lifestyles and perspectives are becoming more global. Here are some things to consider when your wealth heads overseas.
Harmony across families can be maintained by having multi-generational dialogue. Learn how you can start the conversation with your loved ones.
It’s never been more important for families to find ways to effectively build and maintain their wealth—and the services of a family office can help.
Senior Portfolio Manager