Insights

This past year will be remembered as a roller coaster ride. Between increasing tariffs, falling interest rates, fluctuating economic growth, and the familiar estate planning and tax-related issues that always arise, there was plenty to keep us on our...

More Canadians than ever are investing independently using self-directed platforms and apps. The shift has been driven by zero-commission trading, increased financial content online, and an overall desire for more control....

The United States is rolling out new tariffs on a range of imported goods — from metals and batteries to technology components and consumer products....

If you run an incorporated business, taxes probably feel like a partner who takes too much and contributes too little. And if you’re like most owners, retirement planning usually gets pushed to “later.” That’s where an IPP — an Individual Pension Pl...

In the past year, market volatility has seemed to be the rule rather than the exception. The constant threat of tariffs and geopolitical instability might make you feel like you’re riding solo on an emotional roller coaster, but you’re not alone......

For many families, few investments feel as meaningful as investing in their child’s education. While that may mean aiming for an Ivy League degree, the race for academic advantage often starts much earlier, with private or boarding school enrolment....

Money is emotional. Within families, differing values, financial literacy levels, and expectations around inheritance can create tension and avoidance. As a result, family conversations about money and wealth transfer often remain superficial......

The Healthcare of Ontario Pension Plan (“HOOPP”) recently announced that Ontario incorporated physicians will be eligible to participate in its defined benefit pension plan, effective January 2025......

Many physicians incorporate their practices to enjoy the same benefits as other self-employed incorporated individuals. However, important tax changes affecting Canadian private corporations that were introduced several years ago can have significant...