The numbers behind U.S. tariffs

 September 26, 2025 |Joseph Wu, CFA

Collections from U.S. tariffs are surging. As legal uncertainty looms and costs gradually pass through, balancing resilient corporate fundamentals against policy risks remains crucial for portfolio positioning.

Read more
Beyond tariffs, what can the U.S. do in its quest for trade balance?

Beyond tariffs, what can the U.S. do in its quest for trade balance?

 May 06, 2025 |Atul Bhatia, CFA

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades.

Read more
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.

Read more

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