Tax Planning Strategies

Managing Your Wealth

Research

Economics and Market Updates

Weekly Strategy Perspectives: Guest Feature - Dissing the Dollar

The Through Line: The U.S. dollar has underperformed many of its currency peers this year – most visibly during times of interim market stress. This unusual occurrence has led some to question the greenback’s traditional role as a safe-haven port......

Read more

The Pitfalls of Joint Accounts with Adult Children

Making an investment account joint with your child in Canada might seem like a simple way to pass on your assets, but there are several downsides to be aware of — especially around ownership, taxes, and legal assumptions....

Read more

Understanding CPP and OAS: Your Path to Retirement Income

Planning for retirement can be complex, but understanding Canada's two main government pension programs—Canada Pension Plan (CPP) and Old Age Security (OAS)—is a great first step....

Read more

Top 5 Retirement Planning Missteps

Planning for retirement is one of the most important financial steps you'll take. Yet, many people make costly mistakes that can jeopardize their long-term financial security. Here's what you can do to avoid these common mistakes....

Read more

Weekly Strategy Perspectives: Climbing the Wall of Worry

The Through Line: Ironically, it seems the more fraught the short-term headlines become, the higher markets want to tiptoe. For the average investor, the sheer quantity of shifting variables can understandably prompt “freeze or flight” reactions......

Read more

Weekly Strategy Perspectives: Consumers – The (not so) Little Engine that Could

The Through Line: For months, the disconnect between sturdy economic data and steadily weakening sentiment readings has perplexed those trying to decode the market’s long-term path......

Read more

Weekly Strategy Perspectives: Riding Herd on a Budget Deal

The Through Line: As U.S. House Speaker Mike Johnson tried to herd the cats toward passage of a budget reconciliation deal, bond vigilantes kept a close eye on the details. The U.S. budget deficit run rate – and the accumulated total debt......

Read more

Weekly Strategy Perspectives: Guest Feature – Fixed Income in Focus

The Through Line: Volatility in treasury markets has surprised investors in recent weeks as participants have grappled with a matrix of issues including the sustainability of global growth, fluidity in U.S. trade policy and the growing relative......

Read more

Weekly Strategy Perspectives: After ‘Liberation Day’ What Now?

The Through Line: Markets reacted sharply after President Donald Trump unveiled his “Liberation Day” tariff plans, moving rapidly to reset valuation levels. Did they go far enough to accommodate the current fundamental situation or overreact?......

Read more

Inheriting family wealth: How to prepare

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......

Read more