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 many high-net-worth individuals with children, amassing wealth may be the easy part; successfully passing down that wealth to their children is where things can get difficult......

Following the recent announcement of a Federal Election on April 28, the Federal political party leaders have begun to outline their election platforms, including tax policy.  We have briefly summarized the tax policy announcements of the three......

A smart tax plan doesn’t just maximize your registered accounts, it structures your finances in a way that optimizes every dollar you earn on the road to retirement – and beyond......

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......

The Healthcare of Ontario Pension Plan (“HOOPP”) recently announced that Ontario incorporated physicians will be eligible to participate in its defined benefit pension plan, effective January 2025......

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

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....