Weekly "Focus" and Diamonds are Forever

Read more

Weekly "Focus" and Technical Support

Read more

Capital Gains Inclusion Rate Increase – Insurance Planning

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...

Read more

Minuk's Musings and the Seine River

Read more

How Donor-advised Funds Can Simplify Your Giving

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...

Read more

What we're posting about

View my social profiles on

Social Media Update

Brian Belski, BMO Capital Markets’ Chief Investment Strategist, spoke to CNBC about why investors should focus on fundamentals and avoid acting out of fear despite market uncertainty. “We don’t know exactly what’s going to happ...

Brian Belski, BMO Capital Markets’ Chief Investment Strategist, spoke to CNBC about why investors should focus on fundamentals and avoid acting out of fear despite market uncertainty. “We don’t know exactly what’s going to happen with respect to the tariffs. You have too much guessing, too much uncertainty, too many models, too many people trying to make the big call on the market.” Full discussion here: http://spr.ly/6049Fwd0D

Read More