Silicon Valley Bank and the Regional Bank Crisis

In the last week, Silicon Valley Bank (SVB) has gone from being a small regional bank in northern California to the epicentre of a liquidity crisis that has been thrust into the forefront of macroeconomic issues....

Read more

Maximizing Your Dental Professional Corporation

As a dentist, from being both a healthcare professional and business owner, there are many different special considerations to incorporate into your wealth plan....

Read more

Winter 2023 Market Newsletter

2022 was volatile and difficult to navigate with seemingly very few places to hide in both equity and bonds....

Read more

Understanding Personal Holding Companies

Owning an investment portfolio through a personal holding company can provide various tax and non-tax benefits, but can also introduce many other tax considerations that are not applicable when investments are held personally....

Read more

How the New Tax-Free Home Savings Account Can Help You

There has long been a conversation in Canada about rising house prices and a lack of affordability for first-time buyers. The Liberal Government’s 2022 federal budget has allocated $10-billion into solutions to try and tackle this problem, one of whi...

Read more

Financial Resolutions for 2022

For many, the beginning of a new year feels like a fresh start - it’s an opportunity to reflect on your successes and shortcomings from the previous 12 months and set new intentions for the year ahead. One way to make the most of this year is by sett...

Read more

ESG: A Year of Growth

ESG has been one of the hottest trends in the investment world over the last few years, but veins of criticism began to emerge in 2021 and new questions are being asked about the integrity of ESG data, the transparency of ESG ratings and the real wor...

Read more

How to establish your family’s charitable legacy

While the holidays can be a time for festive parties and gift giving, there’s no better feeling than paying it forward and contributing to a cause close to your heart. If you’re looking to make a seasonal donation, there are plenty of ways you can, f...

Read more

COP26: ESG and Climate Change Capture the Market’s Attention

In early November, we saw world leaders gather in Glasgow for the COP26 conference to discuss climate change and create proposals for tackling climate change. This conference has continued to push more climate change and ESG/Sustainable Investing Fur...

Read more

Mortgages and Housing Market in a Rising Rate Environment

Over the last few years, the Canadian Housing Market has increased significantly and many Canadians have locking into all-time low mortgage rates. As rates rise over the coming two years, there will be a profound impact on your personal finances base...

Read more