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 - 2025 Volume 3 Issue 2

NetWorth Newsletter - 2025 Volume 3 Issue 1

NetWorth Newsletter - 2024 Volume 2 Issue 4

NetWorth Newsletter - 2024 Volume 2 Issue 3

NetWorth Newsletter - 2024 Volume 2 Issue 2

NetWorth Newsletter - 2024 Volume 2 Issue 1

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.

This article provides information on how, and when, to withdraw funds from an RESP, as well as information on qualifying educational institutions and programs. In situations where the RESP beneficiary decides not to pursue post-secondary studies or leaves before completing a qualifying program, the subscriber of the plan must decide what to do with the money that has accumulated in the RESP.

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.

Executor's Task List

You have devoted yourself to providing for your family and saving for a comfortable retirement, but have you also planned for what would happen if you were no longer around to take care of things or if you became incapacitated? While there are a number of legitimate reasons for avoiding the issue – ranging from “I don’t have time” to “it’s a difficult topic to think about” – estate planning is too important to ignore.

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.