You’ve likely spent decades saving and planning for retirement, but do you have a plan for how to tap into your hard-earned savings? Potentially not. Too many Canadians overlook this critical step in retirement planning: withdrawing savings......
Every generation experiences money-related challenges, but with soaring housing prices, mounting student debt and an unforgiving job market, many young Canadians are feeling the strain. The impacts of these financial headwinds could be spilling into...
This past year will be remembered as a roller coaster ride. Between increasing tariffs, falling interest rates, fluctuating economic growth, and the familiar estate planning and tax-related issues that always arise, there was plenty to keep us on our...
In the past year, market volatility has seemed to be the rule rather than the exception. The constant threat of tariffs and geopolitical instability might make you feel like you’re riding solo on an emotional roller coaster, but you’re not alone......
For many families, few investments feel as meaningful as investing in their child’s education. While that may mean aiming for an Ivy League degree, the race for academic advantage often starts much earlier, with private or boarding school enrolment....
Money is emotional. Within families, differing values, financial literacy levels, and expectations around inheritance can create tension and avoidance. As a result, family conversations about money and wealth transfer often remain superficial......
For many high-net-worth individuals with children, amassing wealth may be the easy part; successfully passing down that wealth to their children is where things can get difficult......
For some, the ideal retirement involves annual scuba diving trips to Belize and golfing at the best courses around the world. For others, it’s staying close to home to spend more time with family or taking joy in sharing their wealth......
The Healthcare of Ontario Pension Plan (“HOOPP”) recently announced that Ontario incorporated physicians will be eligible to participate in its defined benefit pension plan, effective January 2025......
The family farm continues to serve an important role in the Canadian economy and, as such, receives special status under Canada’s tax law......