Publications

Strategic commentary and an overview of financial markets.

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

NetWorth Newsletter - 2024 Volume 2 Issue 1

NetWorth Newsletter - Summer 2023 Issue 3

NetWorth Newsletter - 2023 Volume 1 Issue 2

NetWorth Newsletter - 2023 Volume 1 Issue 1

NetWorth Newsletter - Fall 2022

NetWorth Newsletter - Summer 2022

NetWorth Newsletter - Spring 2023

NetWorth Newsletter - Winter 2022

Contribution Reminder For Your RRSP, TFSA and RESP Accounts

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

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.

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.

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.

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.

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.