Publications

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.

Strategic commentary and an overview of financial markets.

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

This article provides information on how, and when, to withdraw funds from an RESP, as well as information on qualifying educational institutions and programs. In situations where the RESP beneficiary decides not to pursue post-secondary studies or leaves before completing a qualifying program, the subscriber of the plan must decide what to do with the money that has accumulated in the RESP.

Our experts provide an overview of recent global events and their impact on the markets.

If you own a vacation property, this provides information on the tax consequences of selling a second home and highlights important estate planning considerations, if your plan is to keep your vacation property in the family for the next generation.

As you plan for your retirement, it is critical to consider your current expenses as well as your future expenses.

"Thoughts on TSX Performance Reversals" - Chief Investment Strategist, Brian Belski.

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