Publications

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

"Profit Margin Resilience on Display" - Chief Investment Strategist, Brian Belski.

Strategic commentary on equity and fixed income as well as an overview of fixed income markets.

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

While a Will ensures that your assets are dealt with according to your wishes at the time of death, a Continuing (or Enduring) Power of Attorney for Property can provide for the proper management of your property and financial affairs during your lifetime, should you become mentally incapable or have to be absent for an extended period of time. Accordingly, a Power of Attorney for property is an important part of a complete financial plan.

While there are no death or estate taxes in Canada, provincial probate fees (also referred to as probate taxes) may be imposed on the value of parts of a deceased’s estate assets. This article explains the process, advantages, and costs of probate, and provides strategies to minimize probate taxes with probate-planning strategies.