Insights & Resources

Weekly Strategy Perspectives provides key themes and views with respect to investment strategy based on events and their impact on equity and fixed income markets over the past week.

The recent 2024 Federal Budget proposed several important new measures impacting individuals and business owners, most notably a change in the capital gains inclusion rate (from 1/2 to 2/3 effective June 25, 2024) for all capital gains realized by corporations and trusts, and for individuals on annual capital gains exceeding $250,000.