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10 ways to divorce-proof your assets and protect your wealth

No one gets married with the expectation of one day filing for divorce, but it happens to somewhere between 38% and 48% of Canadian marriages....

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Succession strategies for Canadian farmers

Farming in Canada is one of the oldest industries and still continues to play an integral economic role, domestically and beyond....

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The art of investing in art

Money doesn’t grow on trees, but you can hang it on your wall. Art has turned heads for centuries, but with valuations surging in recent years, some investors now admire their paintings as much for their ability to boost portfolio returns as they do...

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The art of transformational giving

Today’s economic climate is putting pressure on all of us in different ways. More and more people are turning to community organizations for support....

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2023 Year-End Tax Planning Tips

Since many tax strategies require foresight to be effective, tax planning should be a year-round activity. However, as year-end approaches there are still opportunities to consider to reduce your 2023 tax bill. The following information relates to ye...

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Proposed Changes to the Amt Could Complicate Charitable Giving

Newly proposed changes to the Alternative Minimum Tax (AMT) may entice Canadians who are able to make outsized donations to be a little more charitable this year. But come 2024, charities fear the tax changes could dampen those gifts at a challenging...

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First Home Savings Account

The First Home Savings Account (“FHSA”) is a new registered plan that enables prospective first-time home buyers with the ability to contribute up to $40,000 toward saving for their first home on a tax-free basis....

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Estate planning for modern families in a post-Brady Bunch era

1969 was an influential year for many reasons – Woodstock, the first man on the moon, John Lennon’s bed-in for peace – but what no one realized at the time was the most important story was the one about a lovely lady and man named Brady....

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Fight the feelings: How emotions hold us back from making money

There’s not an investor on this planet who hasn’t felt the deep pit of despair when seeing their portfolio drop. That intense feeling of panic has caused countless people to sell out of stocks or do something else they wouldn’t otherwise normally do....

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All in the Family: A Primer on Gifting Property

For many parents and grandparents in Canada, the desire to help your children often includes giving them cash, property or real estate. These gifts can help your children acquire a home, reduce accumulated student debt, or even help offset the costs...

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