À la retraite, la littératie financière prend de l’ampleur

La planification du patrimoine à la retraite implique de nouvelles règles, de nouveaux produits et de nouvelles stratégies – mais ne vous sentez pas stressé. Nous vous tiendrons informé et vous aiderons à explorer vos options....

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Réduire la taille de votre maison : est-ce la bonne décision?

De nombreuses personnes à l’approche de la retraite ou en cours de retraite sont partagées entre l’idée de réduire la taille de leur maison et celle de rester dans leur domicile actuel. Voici quelques éléments à prendre en compte....

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Have you named a trusted contact person?

If you haven’t already given us the name of a “trusted contact person,” read why naming one now could help you in the future....

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Transferring the family vacation property: now or later?

When you sell or give a vacation property to your children, you’ll need to manage the tax liability on capital gains. Should you pay a smaller tax bill now or leave a larger tax bill for your estate?...

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When you retire, financial literacy expands

Wealth planning in retirement involves new rules, products and strategies—but don’t feel stressed. We’ll keep you informed and help you explore your options....

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Ways to save for a child’s education

Learn how to save for a child’s or grandchild’s education beyond a Registered Education Savings Plan (RESP) — either to accumulate more savings or gain extra flexibility....

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Is downsizing the right decision?

Many people approaching or in retirement are torn between downsizing and staying in their home. Here are some considerations and how we can help....

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U.S. Debt Ceiling

The Debt Ceiling is a legislative limit set by the United States Congress on the maximum amount of debt the federal government can borrow to fund its operations....

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Market Pulse - The week in review - May 30th 2023

The rise in US yields can be attributed to concerns regarding a potential debt default and a stronger-than-expected economic backdrop....

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Market Pulse - The week in review - May 15th 2023

The US inflation picture continues to steadily improve, confirmed by the latest headline CPI print (4.9% y/y)....

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