Tip of the AI Iceberg

You ain’t seen nothing yet! AI as we know it is still in its infancy. Get ready for unparalleled growth as AI shapes the future of work, health, leisure, and so much more....

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Market Pulse - The week in review - March 15th

The U.S. Consumer Price Index (CPI) came in at 3.7% annualized, down from 3.9% in January. Most categories showed marginal improvement, with the exception of an increase in transportation costs, specifically insurance and airline prices....

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Planning for market volatility

Do you shudder when you hear “volatility?” See how you can be prepared financially and psychologically for market swings—and that includes remembering volatility’s upside....

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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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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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