New Tax Reporting Requirements for Trusts

Trusts are powerful instruments in tax and estate planning. Broadly speaking, a trust is a relationship between a settlor and a trustee1 in which the trustee holds property transferred by the settlor for the benefit of beneficiaries, specified by the...

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2024 Personal Tax Calendar

While most Canadians are aware of the April 30 personal income tax filing deadline, there are other important tax deadlines that must be observed over the course of the year – especially if you want to take advantage of certain tax deductions and cre...

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Completing Your 2023 Income Tax Return Checklist

As the tax filing deadline approaches, below are some reminders to help ensure you’re prepared to file your personal income tax return, and that you maximize your tax savings. It’s important that you have all required tax documents before you prepare...

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International Women’s Day: How a new mentorship program is creating more opportunities for women advisors

With more women climbing the corporate ladder, launching new businesses and receiving inheritances from the Great Wealth Transfer, women control more wealth than ever....

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Tips for Paying Yourself as a Business Owner

Every entrepreneur knows that to run a business, you need to be a jack of all trades. But while many business owners know how to tackle sales, marketing, finance and business development, most battle with the fundamental question of what they......

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What the “nudge” theory can teach us about investor behaviour

Whether you like it or not, you’ve probably already experienced a “nudge” today. Perhaps you slowed down as you exited the highway because you noticed the lower speed signs posted somewhere along the off-ramp....

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10 ways to divorce-proof your assets and protect your wealth

No one gets married with the expectation of one day filing for divorce, but it happens to somewhere between 38% and 48% of Canadian marriages....

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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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Succession strategies for Canadian farmers

Farming in Canada is one of the oldest industries and still continues to play an integral economic role, domestically and beyond....

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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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