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.

3 minute read

Joint ownership with adult children

Adding your adult child as a joint owner to your property could have unintended tax and legal consequences.*

6 minute read

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.

2 minute read

Long-Term Investing Wins

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

6 minute read

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. 

8 minute read

Measures to Address Income Sprinkling

Explore how recent changes to amended tax on split income (TOSI) rules apply to and have affected personal rates of tax, pension splitting, taxable capital gains, property and more.


5 minute read

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.

2 minute read

Your wishes. Your way.

Whether you’re leaving a little or a lot, the key to protecting your loved ones is simple: just start.

5 minute read

2018 Year in Review

This past year was a wild one. We review what happened over the last 12 months.

4 minute read

Tax & Estate Planning for Business Owners

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


2 minute read