Two popular vehicles for structured charitable giving are Donor Advised Funds and Private Foundations. Each has its unique features, benefits, and considerations....
On Wednesday July 24th, the Bank of Canada cut its key interest rate by 25 basis points (bps) to 4.50%. This is the second consecutive rate cut following the 25 bps reduction in June....
Creating a private foundation is a meaningful way to establish a legacy aligned with your personal values, beliefs, and philanthropic goals....
The recent introduction of Employee Ownership Trusts (EOTs) offers a promising new avenue for business owners to ensure a smooth and tax-efficient transition of business ownership to their employees....
For business owners seeking a strategic, tax-efficient method to secure their retirement while safeguarding their business interests, the Corporate Insured Retirement Strategy (CIRS) offers a compelling solution....
As outlined in our 2024 Federal Budget Review publication, Budget 2024 proposed several important new measures impacting individuals and business owners, most notably the proposed increase in the capital gains inclusion rate....
At the June meeting, the FOMC announced that they would continue to hold the Fed Funds rate at 5.25%-5.5% for the seventh straight meeting...
May’s CPI delivered a rare downside surprise that the Federal Reserve has been waiting for in Q4, as both headline and core measures came in lower than expected....
A Small Step Towards Easing, a Big Leap in G7 Central Bank Monetary Policy...
Since the last newsletter, we have seen a recovery in stocks, which are now holding near record highs in North America, while expectations of the Federal Reserve easing monetary policy are reducing and yields are trending higher....