Define your legacy with charitable giving
Continue your tradition of charitable giving and experience the benefits of a private foundation, without the upfront costs and administrative responsibilities.
Tax & Estate Planning for Business Owners
As a business owner, having a well thought out tax and estate plan is key for financial success.
Long-Term Investing Wins
Time in the market, not timing the market, is what builds wealth
Estate planning for blended families
As a member of a blended family you need to pay careful attention to how your estate is structured to avoid inadvertently disinheriting your children.
Pumped up GICS®
Upcoming changes to the GICS system promise to shake up strategies and methodologies of investors large and small. Some of the changes could make mutual funds and ETFs that have been market darlings significantly less attractive to investors.
Joint ownership with adult children
Adding your adult child as a joint owner to your property could have unintended tax and legal consequences.*
Whatever your motives, it almost never pays to look for quick investment returns when a pandemic breaks out.
Assistance for clients with U.S. tax filing obligations
If you’re a U.S. taxpayer, learn about the additional information we can provide which allows you to make an important election for your investment in Canadian mutual funds and will make it easier to file your U.S. tax return.