Address
885 West Georgia Street
18th Floor
Vancouver, BC
V6C 3E8
Map
Publications
| Economic and Market Updates | |
| Portfolio Strategy | |
| Strategic commentary and an overview of financial markets. | |
| In the Eye of the Coronavirus and Oil Storm | |
| Perspective on the Coronavirus, the oil market-share war, and their impact on the markets | |
| NetWorth Newsletter | |
| NetWorth Newsletter Winter 2020 | |
| NetWorth Newsletter Winter 2019 | |
| NetWorth Newsletter Fall 2018 | |
| NetWorth Newsletter Summer 2018 | |
| NetWorth Newsletter Spring 2018 | |
| NetWorth Newsletter Winter 2018 | |
| NetWorth Newsletter Fall 2017 | |
| NetWorth Newsletter Summer 2017 | |
| NetWorth Newsletter Spring 2017 | |
| Managing Your Wealth | |
| Wealth Planning Facts & Figures | |
| This is a helpful resource summarizing important tax, retirement and estate planning information. | |
| Having a TFSA works | |
| Having a TFSA works. Get one working for you. Whether you’re saving for a new car, a home purchase, your child’s education or retirement, a TFSA can help you reach your financial goals sooner. | |
| Tax Planning Strategies | |
| Tax Tips For Investors | |
| Knowing how the tax rules affect your investments is essential. Tax strategies that you should consider such as income splitting, charitable giving and estate planning. | |
| Canadian Snowbirds and U.S. Income Tax | |
| Although Canadian snowbirds reside in the U.S. for only a part of the year, there is the potential of being considered a U.S. resident and, in turn, having to pay U.S. income tax on the same basis as a permanent U.S. resident. This article outlines how the U.S. government determines whether you are a resident for income tax purposes; namely, it covers the criteria for meeting the Substantial Presence Test, Closer Connection Exception and the Canada U.S. Income Tax Treaty Tie-Breaker Rules. | |
| Estate & Succession Planning | |
| Estate planning for complex family dynamics | |
| Today, the modern family comes in many different shapes and sizes; this diversity is having an impact on family relationships and the way families interact when addressing estate planning. | |
| Planning for the Family Vacation Property | |
| If you own a vacation property, this provides information on the tax consequences of selling a second home and highlights important estate planning considerations, if your plan is to keep your vacation property in the family for the next generation. | |
