[Fall 2024 GPS] Corporate Tax Changes in 2024

The 2024 federal budget introduced capital gains tax changes that came into effect in June this year. How do these changes affect corporations?...

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[Fall 2024 GPS] Special Report: U.S. Elections

Americans head to the polls to select their new President on November 5. But how will the outcome affect markets and your investments?...

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Have you reviewed your choice of executor?

What if the person you chose to administer your estate is no longer interested in taking on the duties? That’s only one of many reasons to periodically review your choice....

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Why tax deferral works

Everyone loves a tax break. You may not think that just paying tax later counts as one, but deferring tax enables you to get ahead financially now and in the future....

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[Summer 2024 GPS] Manager Spotlight: CI Global Leaders

In this edition of the Summer 2024 GPS, we introduce the CI Global Leaders which has been a mainstay in our clients' portfolios for the past decade and more....

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[Summer 2024 GPS] Why Dividends Are Overrated

You might not want to make investment decisions based solely on a company's dividend yield. Warren Buffet's Berkshire Hathaway doesn't pay a dividend, and it's share price has increased by over 3 million percent in the past 60 odd years! Why?...

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[Summer 2024 GPS] New Capital Gain Rules

In this GPS edition we walk you through the new capital gain rules that came into effect earlier this year and how it affects Canadians....

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[Summer 2024 GPS] Tax Planning For RRIFs

In this GPS edition we show you a few ways to set up your RRIF account in a tex-efficient manner specific to your needs....

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Will your parents need your help?

Hopefully, your parents will stay physically and mentally healthy and not require your help. But if they ever do need your support, we’ve got a variety of ways you can help them with financial matters....

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Do you check your bank and credit card transactions?

It’s important to make a habit of checking your transactions on a regular basis. Find out how not checking can cost you....

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