Blog

The family farm continues to serve an important role in the Canadian economy and, as such, receives special status under Canada’s tax law......

Before the end of the year, it is a good idea to review your investment portfolio and consider engaging in a tax-loss selling strategy....

Historically, women haven’t been thought of as controlling significant wealth, but that trope is quickly disappearing as trillions of dollars get passed down from one generation to the next....

Wealthier Canadians have no shortage of investments to put into their portfolios, but many want those assets to be sustainable. A 2023 study of high net-worth investors (HNWI) by Capgemini found that 40% of respondents say sustainability impacts thei...

Many people still believe what’s good for the soul – or society – isn’t good for the portfolio or the bottom line....

The Canadian tax legislation contains a number of anti-avoidance tax measures such as those which seek to prevent corporate ”surplus stripping,” that can create a higher tax cost on the transfer of a business to a family member versus a sale......

If you ever needed a reason to consider investing in the energy transition, a new report by the United Nations on the pace of global warming may provide some added motivation....

You recycle, compost and avoid purchasing single-use plastics. You support social justice initiatives and local diversity projects. But what about your portfolio? How can you take better control of your investments to ensure they align with your valu...

As the pandemic rages on, the financial effects continue to ripple through the economy, affecting many in its path.  Especially in these times, it’s getting more and more important for people to make investments that have a positive impact......

For many, 2020 was seen as a “critical year for addressing climate change.”  Riding on a wave of environmental activism, the hope was that the 2020 UN Climate Change Conference (COP26), scheduled in November of last year, would solidify plans......