Planification de la retraite

Stratégies de planification fiscale

Planification successorale et planification de la relève

Situation économique et analyses de marché

Actualités et affaires courantes

So, you want to buy a jet? Here’s what you need to know about financing

That’s a sentiment shared by a growing number of affluent individuals who are deciding to fly private. According to data from WingX, a business aviation intelligence company, private jet travel rose by 10% in 2022 year-over-year – and by 14%......

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How to Protect Yourself From Ransomware Attacks

Ask a cybersecurity expert about the chance of falling victim to a cyberattack and they’ll tell you there are two types of people out there: those who know they’ve been hacked and those who don’t know they’ve been hacked....

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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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Putting a Priority on Women’s Mental Health

As easy as it is to say that mental health is health, it’s never quite that simple for women. Career and personal successes are often achieved in spite of the many challenges and roadblocks accomplished women come up against....

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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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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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