Family Matters: Intergenerational Wealth Transfers

With the transition of the baby boomers – the largest age cohort in Canada1 – to retirement, many are thinking about their retirement and estate plans and options to transfer wealth across generations....

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The Question Advisors Need to Start Asking Their Clients About Retirement

For much of the time it has existed, our industry has prided itself on making sure clients will have enough saved to live comfortably in retirement. But there’s a new problem that stands to flip traditional retirement planning on its head: longevity....

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Market Pulse - The week in review - March 1st

The Canadian economy was slightly stronger than expected last quarter, growing at 1% (annualized)....

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The sun is shining again!

As we exit a turbulent economic cycle, a sustained upswing should be just around the corner. Now is the time to explore the key trend on the verge of becoming a global boom....

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Defining trusts for tax reporting and compliance

The 2023 tax filing season is upon us, and uncertainty remains about the trust reporting rules. Many Canadians may still be wondering: Do I have a trust and not know it?...

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Beware of Tainting Graduated Rate Estate Status

Individuals commonly leave their loved ones, such as their spouse and/or children, as executor of their estate....

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Market Pulse - The week in review - Feb 14th

The latest Canadian jobs report showed moderate progress with a headline figure of 37,000 new jobs, yet the underlying details present a mixed picture: most positions were part-time and in the public sector....

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Market Pulse - The week in review - Feb. 2nd 2024

As anticipated, the Federal Open Market Committee (FOMC) maintained the status quo on interest rates. They acknowledged the solid pace of economic activity of late, showing that the balance between employment and inflation targets is improving....

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Our 2024 Wish List

Is the great inflation battle really over? Investors' wishes for a prosperous year might just come true. Explore the trends shaping your investments in 2024....

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The week in review - Jan. 19th 2024

The Bank of Canada's Business Outlook Survey for the fourth quarter of 2023 reveals a trend towards normalization in pricing behaviour, although prices are still increasing more frequently than before the pandemic....

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