Preserving estate assets for your heirs

Treasured assets have been reluctantly sold to cover the tax payable by an estate. Here are four ways you can plan to take care of the tax bill....

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Ways to give to grandchildren

Making a difference in a loved one’s life is truly rewarding. Explore the ways you can help a grandchild, and understand why the first decision is when to give the gift....

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How to pay little or no tax on RESP withdrawals

Did you know that some Registered Education Savings Plan (RESP) withdrawals are taxable, while others are not? We’ve got tax-saving tips for you and your child....

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Why you should watch out for phishing, smishing and vishing

In the first six months of 2023, 21,299 Canadians lost more than $283 million to reported fraud. Make sure you and your family stay alert when using your computer, phone or another device....

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A New Era of Disruptive Tech

Tech is gaining speed, literally and figuratively. We are on the verge of a major shift in how we live our daily lives. Find out how new innovations will shape our future....

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Summer 2023, Market Review and Inflation articles

Summer 2023, Market Review and Inflation articles....

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Inflation: So Far, So Good, but the Road Gets Tougher

Recent progress in the battle against inflation may have been superficial. Find out why inflation is expected to rise again and remain “sticky” in the latter half of 2023....

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Finding Value in Canadian Growth

In an economic downturn, opportunities for long-term value can become increasingly scarce. Uncover the shared characteristics of stocks that can weather the storm....

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Have you named a trusted contact person?

If you haven’t already given us the name of a “trusted contact person,” read why naming one now could help you in the future....

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Transferring the family vacation property: now or later?

When you sell or give a vacation property to your children, you’ll need to manage the tax liability on capital gains. Should you pay a smaller tax bill now or leave a larger tax bill for your estate?...

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