Tax Planning Strategies

The great wealth transfer is underway, with aging baby boomers passing their wealth onto the next generation. But another wealth transfer is emerging among aging advisors with hundreds of billions of dollars in client assets under management, potentially requiring new financial shepherds.

On May 22, 2025, the U.S. House of Representatives passed a budget reconciliation bill, known as “The One Big Beautiful Bill.” There may be some significant, potential impacts to Canadian businesses and investors based on the proposed legislation currently being debated in the U.S. Senate. The One Big Beautiful Bill (the “Bill”) may become an Act if voted in by the U.S. Senate and then signed into law by President Donald Trump.

With more than 3,000 tax treaties in force around the world, tax treaties represent the cornerstone of the international tax regime. A tax treaty, also referred to as a “convention” or “agreement,” is a binding legal agreement between two or more sovereign territorial jurisdictions to provide relief or benefits to the residents/nationals of the treaty signatory jurisdictions (usually countries, but sometimes a specific territorial part of a larger country, such as Hong Kong).

Your financial situation is unique, and so are your goals. Our experts create a tailored Wealth Plan that fits seamlessly with your life and aspirations. Experience the difference a personalized plan can make in achieving your complete financial success.