This is a helpful resource summarizing important tax, retirement and estate planning information.
2023 Wealth Planning Facts & Figures
Wealth Themes provides timely articles on a variety of wealth planning topics. This month we focus on the impact of emotional intelligence and behavioural finance on our investment decisions. We also include an article to assist in having healthy discussions about family wealth with your adult children and, with the new school year fast approaching, information on the increased RESP withdrawal limits.
Wealth Themes
In times of uncertainty and market volatility, creating or updating your wealth plan will help to keep you focused on the long-term and can provide reassurance that your goals remain achievable.
Wealth Planning for Uncertain Times
Transferring Wealth to Future Generations
Transferring Wealth to Future Generations
Financial Resolutions for 2023
Financial Resolutions for 2023
Communication is essential in any relationship, and that includes being able to talk about money. In a BMO Financial Group study,1 Canadians cited conflicts over finances (68 per cent) as the primary reason why a couple might divorce; ahead of infidelity (60 per cent) and disagreements about family (36 per cent). Money has the potential to be a source of tension and conflict for any couple, regardless of their net worth. This article provides some suggestions to help you and your partner have more meaningful discussions around money.
Having Meaningful Money Conversations With Your Partner
Protecting Baby Boomers from Increasing Risk
Protecting Baby Boomers from Increasing Risk

- Creating Dependable Income Today, Tomorrow, Together -