Publications

2019 Tax Documents Overview and Schedule

Canadian Ownership of U.S. Real Property

US Citizens Living in Canada

Canadian Snowbirds and U.S. Income Tax

Donating Appreciated Securities

Eligible Dividends

How Investment Income Is Taxed

Reduce Your Taxes With a Prescribed Rate Loan

Understanding Personal Holding Companies

Tax Tips For Investors

Knowing how the tax rules affect your investments is essential. Tax strategies that you should consider such as income splitting, charitable giving and estate planning.

The CRA’s Foreign Reporting Requirements

Since Canada represents only a small portion of the world’s capitalization, it may make sense to include some foreign investments in your portfolio. However, it is important to understand Canadian and other foreign tax implications of owning investments outside of Canada.

Digital Assets and Your Estate Plan

Preparing Your Last Will and Testament

Estate Information Organizer

Planning for Your Golden Years and Beyond

Planning to Ensure the Security of Your Parents

Equity and Fixed Income Strategy

Strategic commentary on fixed income and an overview of fixed income markets.

Global Equity Weekly

A look at what happened in the equity markets over the past week and an update on the earnings reports.

Portfolio Strategy

Strategic commentary and an overview of financial markets.

Update on Canada's COVID-19 Economic Response Plan

Regulatory Changes Provide Enhanced Transparency

Protecting Your Wealth

Protect Yourself

A Lesson on Financial Considerations For Recent Graduates

Digital Security - Keeping Your Personal and Account Information Safe

The Big Deal About Smaller MERs

An Article From Edgepoint

Why Consolidating Your Accounts Makes Sense

Education Planning – For the Children in Your Life