Inflation Monitor for September 25, 2023

September 26, 2023 - __Marketing HQ

Getting Canadian inflation back to the BoC’s 2% target may be more difficult amid underlying pressures even in the face of a stagnating economy.

Growth of a $100,000 Investment (1972 - 2022)

August 15, 2023 - __Marketing HQ

Growth of a $100,000 Investment (1972 - 2022)


July 24, 2023 - __Marketing HQ


Canadian Bull and Bear Markets

July 5, 2023 - __Marketing HQ

Investing requires patience and a long time horizon. What happens day to day in the market can often serve as a distraction from meeting your goals.

A Cohabitation Agreement is a contract made between a married or unmarried couple who live or want to live together and want to protect their individual interests while determining each person’s rights and responsibilities, should the relationship end in the future. This article explains the types and features of Cohabitation Agreements and provides considerations to determine if you need one.

Over the next two decades, upwards of US$84 trillion globally is expected to pass from one generation to the next – both from the silent generation to boomers and from boomers to millennials.1 But before your hard-earned assets can be used by future generations, you’ll want to make sure they are passed down in the right way. You don’t want your family to squabble over your legacy or squander your estate away in a manner worthy of an episode of Succession.

Entrepreneurs who have built successful companies often want to see their business passed effectively to the next generation. However, a sale or transfer of ownership of the business will generally trigger capital gains tax. If the value of the shares of your business has increased, you or your estate may be burdened with a substantial tax bill. The business may even have to be sold to cover the liability.

One way for high net-worth and ultra-high-net-worth families to carve out an equal helping of the estate planning pie – and to reduce tension among family members – is with trusts. Wealthier families have long used these structures to maintain more control over their legacy and ensure money is distributed to family members according to the wealth creator’s wishes.

Finance Minister Chrystia Freeland presented her third Budget in the House of Commons on March 28, 2023, entitled “A Made–in–Canada Plan for a Strong Middle Class, Affordable Economy and Healthy Future”.

Douglas Porter Articles

May 9, 2023 - __Marketing HQ

Douglas Porter has over 30 years of experience analyzing global economies and financial markets. As Chief Economist at BMO Financial Group, he oversees the macroeconomic and financial market forecasts and co-authors the firm’s weekly flagship publication, Focus.