2025
As we approach the holiday season, we’re reminded of the importance of good health, time with
family and friends, and moments of rest and relaxation. It’s a season to reflect on our good fortune and the opportunities we’ve enjoyed, while recognizing that many others are not as fortunate. We hope this time brings you peace, joy, and meaningful connections with those who matter most. In this newsletter, we share timely year-end tax planning tips, including strategies for tax-loss selling and charitable giving. These insights can help you make informed decisions before the calendar turns.
As we approach year-end, it’s a great time to reflect on the past year and look ahead to the opportunities the
new year may bring. Whether you're reviewing your portfolio, considering new strategies, or planning upcoming goals, now is an ideal moment to reset and refocus. In this newsletter, we provide an update on the most recent Federal Budget, AI’s threat to your personal financial information, and the importance of First Home Savings Account contributions being made before Dec 31, 2025.
As the vibrant colors of summer fade and the crisp air of autumn settles in, October invites us to reflect and
prepare. With Canadian Thanksgiving approaching, it's a time to appreciate the abundance that nature provides and the moments we share with our loved ones. This season also marks an ideal opportunity to ready your yards and gardens for the winter months. In this newsletter, we discuss that it is also a prudent time to revisit your estate plans and to be aware of tax and immigration rules if travelling to the U.S.
With summer behind us and fall almost underway, it’s a good time to refocus on planning for the months ahead. This edition brings timely insights into the First Home Savings Account (FHSA), a powerful tool for those acquiring their first homes. We also explore the complexities of wealth transfer conversations, offering guidance for navigating these often delicate discussions with clarity and confidence.
August has arrived and peaches are ripe, corn and beans are at their peak, and long summer evenings boast stunning sunsets. It’s a wonderful time to embrace nature’s bounty and enjoy the outdoors with friends and family. As we savour the season, it’s also a good moment to reflect on the things that matter most like family, legacy, and planning for the future.
Summer is in full swing, bringing warm days, lighter wardrobes, and an abundance of fresh Ontario fruits and vegetables, from juicy peaches to crisp cucumbers. Whether you’re enjoying cottage getaways or making the most of city festivals and patios, it’s a perfect time to slow down and savour the season.
In this month’s newsletter, we share the benefits of investing in Private and Alternative Investments and review the benefits of investing beyond Canada’s borders.
In this newsletter, we are sharing thoughtful and practical strategies to help you plan the smooth and efficient transfer of family wealth, including an important update on managing digital assets in our fast-changing world.
As expected, 2025 has begun with an abundance of political and possibly economic uncertainty. In this newsletter, we provide an overview on possible U.S. tariffs, a tax calendar to help you prepare for filing your 2024 return, and BMO Private Wealth provides their investment strategy for January 2025.
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