Executive summary: The biotech revolution and longevity

September 05, 2025 |Frédérique Carrier

There’s more to a long life than simply a long lifespan. The number of years we spend in good health, or healthspan, is key. With biotech spurring promising medical innovations, we look at how it can fit into investment portfolios.

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Life reimagined: The biotech revolution and longevity

August 29, 2025 |Frédérique Carrier

There’s more to a long life than simply a long lifespan. The number of years we spend in good health, or healthspan, is key. With biotech spurring promising medical innovations, we look at how it can fit into investment portfolios.

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U.S. tariffs on Canada take effect: What is the state of play?

U.S. tariffs on Canada take effect: What is the state of play?

March 06, 2025 |Frances Donald and Cynthia Leach
The U.S. administration has implemented blanket tariffs on Canada and Mexico after a 30-day reprieve with 25% on all imports except 10% on Canadian energy. An additional 10% tariff on China is also planned. Canada has been hit with its largest trade shock...
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How income splitting can create tax savings

How income splitting can create tax savings

January 01, 2025 |RBC Wealth Management

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

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Community

When we say we engage with our community, it is not simply a cliché’ – it is embedded in our culture and a living part of our team.
Each year, we not only donate to charity and community initiatives, but we also have staff donate their own time to the community.
To this end we continue to donate to the Daily Bread Food Bank in Toronto on behalf of all our clients. This is an organization we have worked closely with over the years with members of our team volunteering at their distribution center each year.
www.dailybread.ca