Tax Planning Strategies

2023 Tax Documents Overview and Schedule

November 1, 2022 - ___Marketing HQ

The 2023 Tax Documents Overview and Schedule provides a summary of mailing dates and online availability (Gateway) of clients’ tax slips.

Tax Tips For Investors

September 12, 2022 - ___Marketing HQ

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.

Managing Your Wealth

2024 Wealth Planning Facts & Figures

September 2, 2022 - ___Marketing HQ

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

Economic and Market Updates

Investment Strategy Summary

November 28, 2022 - ___Marketing HQ

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

Global Markets Commentary

September 2, 2022 - ___Marketing HQ

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