Welcome to forecast season

It’s January, which means you may come across market predictions for 2025 in the media. See why putting stock in these forecasts can be harmful psychologically and financially....

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Have you built charity and philanthropy into your estate plan?

Learn the difference between “charity” and “philanthropy” and how to incorporate giving into your estate plan....

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Are you a Canadian resident with U.S. property?

Snowbirds who own a U.S. property face estate planning complexities, making it essential to seek advice from a cross-border specialist....

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Are you a Canadian resident with U.S. property?

Snowbirds who own a U.S. property face estate planning complexities, making it essential to seek advice from a cross-border specialist....

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AI to drive new economic paradigm and new era of investing

Experienced money managers have seen many investment trends evolve, but nothing compares to AI. Explore the great shift this mega-trend is creating in modern investing....

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AI to drive new economic paradigm and new era of investing

Experienced money managers have seen many investment trends evolve, but nothing compares to AI. Explore the great shift this mega-trend is creating in modern investing....

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[Fall 2024 GPS] Markets And Your Portfolio

Brief analysis of market trends and what to expect down the road....

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[Fall 2024 GPS] RRSP Over-Contribution at or past age 71

Did you know you could 'over contribute' to your RSP after you turn 71 without penalty? Here's how....

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[Fall 2024 GPS] U.S. Estate Tax on Canadian Estates

Owning U.S. property or stocks can complicate estate administration for Canadian citizens....

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I’ll be gone anyway, so why plan my funeral?

Thinking about your own death may be uncomfortable, but here’s why prearranging your funeral and sharing your wishes with loved ones is a good idea....

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