The 2024 budget continues the trend of tax-and-spend policies with a major reform to capital gains taxes, spending programs on housing, health, infrastructure, Indigenous priorities, and defense, and no clear path to a balanced budget in sight....
A stubborn CPI report continues to erode rate cut expectations by the Fed for 2024 while the Bank of Canada holds rates steady for a sixth consecutive meeting while laying the groundwork for a rate cut in June or July....
There is growing divergences between the Canadian and US economies with the US economy being surprisingly resilient versus a struggling Canadian economy....
We are entering a period of globally synchronized Quantitative Easing as we expect global rate cuts in the coming months. As such, financial markets have continued their bull run, supported by stronger than anticipated Q4 earnings and the resumption...
2023 was a year defined by the markets climbing the wall of worry to recover from the 2022 drawdown....
Shareholder loans are a nuanced financial instrument that can be highly beneficial for business owners when used correctly. These loans offer a way to manage personal and business finances flexibly but require careful navigation to avoid tax issues....
The Canadian government announced significant changes to the Alternative Minimum Tax (AMT) system in the 2023 Federal Budget, effective Janaury 1st, 2024...
Tax loss harvesting and crystallizing capital gains are powerful tools in an investor's arsenal. When strategically employed, they can significantly mitigate tax burdens and enhance overall investment efficiency....
The month of November has seen a big change in financial markets with equity markets rallying aggressively....
In the ever-evolving world of investment, private equity (PE) stands out as a segment that has witnessed substantial growth and interest....