Monthly Newsletter

For many families, few investments feel as meaningful as investing in their child’s education. While that may mean aiming for an Ivy League degree, the race for academic advantage often starts much earlier, with private or boarding school enrolment....

Money is emotional. Within families, differing values, financial literacy levels, and expectations around inheritance can create tension and avoidance. As a result, family conversations about money and wealth transfer often remain superficial......

For some, the ideal retirement involves annual scuba diving trips to Belize and golfing at the best courses around the world. For others, it’s staying close to home to spend more time with family or taking joy in sharing their wealth......

As outlined in our recent publication, Federal Government Prorogues Parliament – Tax Implications, the prorogation of Federal Parliament on January 6, 2025 brought to an end all proceedings before Parliament.  This includes the draft legislative......

Imagine setting out on your dream retirement, and then a few short years into this new chapter, something happens that derails it all....

Entrepreneurship is supposed to be a thrilling experience filled with hope, opportunity and, of course, hard, painstaking work. The last thing anyone wants to think about is what might happen to a budding business if a founder or critical employee......

With the announcement by Justin Trudeau earlier this week to resign as Prime Minister, the Federal government will prorogue Parliament until March 24, 2025....

On December 16, 2024, the Federal government released a fiscal update in its 2024 Fall Economic Statement (FES), which introduces a number of affordability and housing measures....

Winter is a great time to recharge. But with many people’s attention turning toward rest and relaxation in warmer climates or on making getaway plans for later in the year, it’s still important to remember that growing your wealth doesn’t take......

It’s no secret that most business owners could spend more time thinking about succession and tax planning, but there’s a $1.25-million reason to think about it – and that figure will continue to rise....