Commentary & Articles

Our experts provide an overview of recent global events and their impact on the markets.

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

This is a helpful resource summarizing important tax, retirement and estate planning information.

Knowing how tax rules affect your investments is essential to maximizing your after-tax return. In addition, keeping up to date on changes to the tax rules ensures that you take advantage of all the tax savings available to Canadian-resident individuals. This article provides an overview of select strategies to assist you in reducing your tax bill.

The 2024 Tax Documents Overview and Schedule provides a summary of mailing dates and online availability (Gateway) of clients’ tax slips.