HNW Blog

Succession planning has always been one of the most challenging moments in a business owner’s journey. Traditional approaches, selling to a competitor, private equity, or internal management, often create uncertainty for both founders and employees. But...

We keep hearing it from many of you - how much longer can the market (and your portfolio) keep climbing?climbing? Jim has aptly coined the term “altitude sickness” to describe the mix of excitement and unease that comes when markets reach new highs. Over...

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.

As a taxpayer, it's essential to understand the rules surrounding quarterly tax installments to minimize your tax liability. According to the Canada Revenue Agency (CRA), individuals who earn taxable income with no tax withheld or insufficient tax withheld...

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.

Many couples assume they can split income from joint accounts to minimize their tax bills, but that’s not always the case. According to Canadian tax rules, each spouse must report income based on their individual contributions to the account. For example...

The Corporate Wealth Transfer strategy is common planning strategy that helps business owners transfer surplus assets held in their Canadian Controlled Private Corporation (e.g. a holding company). This approach is ideal for those with excess cash or...

The recent announcement of U.S. tariffs on Canadian and Mexican imports is expected to have significant economic consequences. Tariffs drive up costs for businesses and consumers, fueling inflation and reducing overall economic activity. If these tariffs...

Is it to late to wish you all a happy new year? I have never figured out the appropriate etiquette here. In any event, happy new years! If you haven’t already received a call or email from Sara or someone on our team, you will soon. As we roll into 2025...