You could be subject to US estate taxes after death if you directly hold US shares, even if you're a Canadian resident....
A quick refresher on donor-advised funds (DAF) and their applications for the philanthropic-minded....
We continue on the theme of Canada's opportunities to establish a strong independent economy and the challenges along the way...
In last year's newsletters we indicated that the Trump Administration's trade and foreign policies would engender a climate of unpredictability for financial markets until term ends in 2029. Unfortunately we've been correct so far!...
When one spouse saves and the other spends, friction can follow. Discover how couples can align values, define goals and build financial harmony together....
With home prices rising, many buyers are getting a boost from parents. Explore four ways to help your child buy sooner without risking your own retirement....
No kids? Your financial flexibility can open doors. Uncover strategies for early retirement, insurance planning and estate decisions that balance lifestyle today with long-term security....
Becoming a parent requires planning beyond diapers. Learn how small, strategic steps can protect your child financially and give you confidence in your long-term wealth strategy....
Setting down plans for your own funeral can be daunting. Find out how to take it one step at a time, starting with the most helpful details for your family....
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