Publications

Tax Planning Strategies

Tax Tips For Investors

September 12, 2022 - _Marketing HQ

Knowing how tax rules affect your investments is essential to maximizing your after-tax return. In addition, keeping up to date on changes to the tax rules ensures that you take advantage of all the tax savings available to Canadian-resident individuals. This article provides an overview of select strategies to assist you in reducing your tax bill.

The CRA’s Foreign Reporting Requirements

September 12, 2022 - _Marketing HQ

Since Canada represents only a small portion of the world’s capitalization, it may make sense to include some foreign investments in your portfolio. However, it is important to understand Canadian and other foreign tax implications of owning investments outside of Canada.

Research

Equity Research Strengths & Distinctions

September 5, 2022 - _Marketing HQ

Our goal is to be a leader in investment research, providing investors with insight and actionable money-making investment ideas.

Managing Your Wealth

2023 Wealth Planning Facts & Figures

September 2, 2022 - _Marketing HQ

This is a helpful resource summarizing important tax, retirement and estate planning information.