Connecting you with some of Canada's leading financial thought leaders

Continue your tradition of charitable giving and experience the benefits of a private foundation, without the upfront costs and administrative responsibilities.

As a business owner, having a well thought out tax and estate plan is key for financial success.

Time in the market, not timing the market, is what builds wealth

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.

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. 

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.

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.