Discover practical insights on financial planning, investment management, and wealth preservation. Stay informed and make confident financial decisions with our expert guidance.
President-elect Donald Trump’s proposed 25% tariff on Canadian and Mexican imports has sent shockwaves through markets, threatening to disrupt trade, weaken the Canadian dollar, and impact key industries like energy, manufacturing, and autos....
President Trump’s re-election as the 47th President of the United States, accompanied by a Republican majority in Congress, signals significant shifts for the U.S. economy, financial markets, and Canada’s cross-border relationship....
The Bank of Canada has cut its overnight rate by 50 basis points to 3.75%, marking the fourth consecutive reduction and the largest since the pandemic. With a dovish outlook, the Bank signals a cautious approach going forward....
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...
Stay ahead with insights that matter. Subscribe to our blog for expert guidance on financial planning, investment strategies, and wealth management—delivered straight to your inbox.
Sign Up Here