Publications

The 2024 U.S. presidential election was a close race – until it wasn’t. Donald Trump leaned on a variety of themes that resonated with voters, particularly around the economy, and is now projected to secure a second term in the White House....

It was a sweep. While Kamala Harris had been gaining in some polls in the last week, the U.S. chose to give Donald Trump a second term....

When most high-net-worth Canadians create a financial plan, they might expect to come out of it with a smarter budget and a tune-up of their portfolio, not discover a potential gap that could have cost them tens of thousands without the right advice....

Many millennials are at an age where they’ve accumulated enough wealth or disposable income to start donating to causes near and dear to their hearts....

Cybercrime has become more advanced over the years, but the level of sophistication could take a quantum leap forward with the explosive growth of generative artificial intelligence (AI). The threat is keeping security professionals up at night....

For ultra-high-net-worth families, wealth management is about more than managing money. It’s also about envisioning strategic planning for the future, including planning for assets as they pass from one generation to the next – and, possibly, even th...

Retirement has long been touted as the light at the end of the tunnel, at least from the day-to-day grind. But while some are excited about the prospect of living a life of travel and leisure, many lack a plan to use the rest of their free time......

As outlined in our publication, Capital Gains Tax Update: What You Need to Know Now, effective June 25, 2024, the capital gains inclusion rate has increased from one-half to two-thirds for corporations and trusts, and from one-half to two-thirds on t...

For the last several years, an increasing number of wealthy Canadians have been turning to donor-advised funds (DAFs) to facilitate their charitable giving. This approach, which allows donors to make a tax-deductible charitable gift, while having a t...

Many Canadians appreciate the benefits and joys of owning a cottage, cabin or chalet (“vacation property”), and wish to pass the ownership and enjoyment to the next generation....