Canadian Strategy Snapshot

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

U.S. Strategy Snapshot

"Profit Margin Resilience on Display" - Chief Investment Strategist, Brian Belski.
U.S. Strategy Snapshot

Investment Strategy Summary

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

2024 Wealth Planning Facts & Figures

This is a helpful resource summarizing important tax, retirement and estate planning information.
2024 Wealth Planning Facts & Figures

First Home Savings Account

In the 2022 Federal budget, the Canadian government proposed the introduction of the tax-free First Home Savings Account (“FHSA”). This new registered plan enables prospective first-time home buyers to contribute up to $40,000 toward saving for their first home on a tax-free basis. Similar to a Registered Retirement Savings Plan (“RRSP”), contributions to an FHSA are tax-deductible, and withdrawals to purchase a first home – including from investment income – are non-taxable, like a Tax-Free Savings Account (“TFSA”).
First Home Savings Account

Power of Attorney

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.
Power of Attorney

Probate Fees and Taxes

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.
Probate Fees and Taxes