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....

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...

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...

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...

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...

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...

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...

The dream of retiring early is nothing new, however in recent years it has gained traction as a growing trend in the investment world, coined as the Financial Independence, Retire Early (FIRE) movement. Participants of the movement set the staunch go...

Over the last few years, we have seen a shift in corporations and industries worldwide incorporating social responsibility and the environment into their corporate philosophy and policies. This trend has permeated into the financial sector and has be...

For many Canadians, summer is a time for long Friday night drives out of the city, warm days by the dock and cool nights by the fire. As the temperatures rise, the whole country dives headfirst into cottage season. A cottage is a place I want to pres...