[Winter 2026 GPS] Do You Own US Stocks? Think US Estate Taxes

You could be subject to US estate taxes after death if you directly hold US shares, even if you're a Canadian resident....

Read more

[Winter 2026 GPS] A Donor Advised Fund: Your Cost-Effective Legacy

A quick refresher on donor-advised funds (DAF) and their applications for the philanthropic-minded....

Read more

[Fall 2025 GPS] Five Year-End Tax Tips

Here are a few practical tax-saving strategies to close out the year!...

Read more

[Fall 2025 GPS] Canada: The Long-Awaited Budget!

We walk you through the Canadian budget recently released on November 4th, 2025....

Read more

[Spring 2025 GPS] Disability Tax Credit

84% of eligible Canadians aren't taking advantage of the DTC; you might be one of them....

Read more

[Spring GPS 2025] CPP Sharing

You've probably heard of pension splitting, but did you know this is also possible with the CPP?...

Read more

Saving tax all year

At tax time, you look for credits and deductions, but tax-saving opportunities are available throughout the year. We’ve got seven strategies you may be able to use now or in the future....

Read more

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....

Read more

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....

Read more