Have you reviewed your choice of executor?

What if the person you chose to administer your estate is no longer interested in taking on the duties? That’s only one of many reasons to periodically review your choice....

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Why tax deferral works

Everyone loves a tax break. You may not think that just paying tax later counts as one, but deferring tax enables you to get ahead financially now and in the future....

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A new family calls for a new estate plan

If you have children and remarry, you’ll likely wish to provide for your children in your estate plan. We have five methods for you to consider....

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Will you retire at the same time as your spouse?

Surprising as it may seem, reports show that spouses in most couples retire at different times. Check out the reasons why you and your spouse might or might not retire at the same time....

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How falling interest rates impact your financial life

We’ve had several years to see the results of rising interest rates. Now, it’s time to learn what happens to cash, bond and equity investments when interest rates fall....

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Rumour Has It: Fact Versus Fiction in the Markets, AI and Tech

Berkshire Hathaway, Blackwell and the BOJ all made headlines that moved markets this month—but were those events fundamental or just speculation?...

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[Summer 2024 GPS] Manager Spotlight: CI Global Leaders

In this edition of the Summer 2024 GPS, we introduce the CI Global Leaders which has been a mainstay in our clients' portfolios for the past decade and more....

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[Summer 2024 GPS] Why Dividends Are Overrated

You might not want to make investment decisions based solely on a company's dividend yield. Warren Buffet's Berkshire Hathaway doesn't pay a dividend, and it's share price has increased by over 3 million percent in the past 60 odd years! Why?...

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[Summer 2024 GPS] New Capital Gain Rules

In this GPS edition we walk you through the new capital gain rules that came into effect earlier this year and how it affects Canadians....

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[Summer 2024 GPS] Tax Planning For RRIFs

In this GPS edition we show you a few ways to set up your RRIF account in a tex-efficient manner specific to your needs....

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