How vacation property upgrades save tax

Can spending money save you money? Well, in a way, yes. Find out how improvements you make to your vacation property can mean less tax on capital gains down the road....

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Adopting a time-horizon mindset

It’s only human nature to follow the markets and monitor our investments. But focusing on when we need the money helps us psychologically and financially....

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Family matters

Do you ever have situations with your spouse, parent, child or grandchild that call for a solution? Involve us when a matter has a financial element and everything can go more smoothly....

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Safeguarding your financial security

Events beyond your control, such as job loss, can threaten your financial security—if you don’t have plans in place. We’ve got three ways to prepare for the unexpected....

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Should you pay down the mortgage or invest?

Some people with extra cash make this decision by comparing the mortgage interest rate to expected investment returns. For others, it’s about more than math....

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The right representatives can protect you from financial elder abuse

Anyone may become vulnerable to financial elder abuse, but well-chosen representatives can help protect you....

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Trade Tensions Must De-Escalate

U.S. exceptionalism is beginning to falter as more countries are targeted with tariff threats. Will trade tensions ease in time to save the global economy?...

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Charitable giving through a private foundation

A private foundation provides flexibility, control and the opportunity for a lasting legacy....

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Tariff Troubles Continue

President Trump’s tariff surprise rattled markets—then a 90-day pause brought a partial rebound. Find out what triggered the volatility and what could happen next....

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Enjoy more income in retirement by minimizing the OAS clawback

Smart planning can help you reduce or avoid the OAS clawback. From income splitting to managing minimum RRIF withdrawals, explore strategies to keep more of your benefits....

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