Insights

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.

We analyze the proposed federal budget measures, and the effect they may have on Canadians and their families.

We analyze the 2023 Fall Economic Statement and outline the tax and support measures that may impact Canadians and their families.

We encourage women to embrace investing and philanthropy and to seek advice to ensure it aligns with their values and passions.

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.