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 (i.e., the amount of a ca...

Most families understand the importance of having a Will – even if many put off creating one – but few ascribe the same weight to drafting a power of attorney (POA)....

With investors still focused on inflation trends—which have admittedly been running a little hotter than expected in the U.S.—some may have missed the global uptrend occurring in stocks...

After April’s disappointing performance in capital markets, the bulls bounced back in May with solid gains for stocks and bonds. A balanced investor with 60% diversified global equity and 40% Canadian bonds enjoyed a monthly gain of 2.5% – enough to...

Managing wealth is never easy. Market fluctuations bring unpredictable dips and rises. Global events wreak havoc on strategic plans. Shareholders want to move assets in different directions....

The surprise over the Federal government’s decision to increase the capital gains inclusion rate in the 2024 budget has mostly subsided, but now investors, entrepreneurs and their advisors must determine how that change might impact their portfolios....

Does being good at math mean you can direct your finances? Rebecca Clark, Director of Wealth Planning for BMO Private Wealth, isn’t so sure having a way with numbers is enough on its own....

Defensive stocks serve an important purpose in portfolios, providing ballast in more volatile periods. We are referring to companies that are less exposed to economic fluctuations (particularly of the downward kind) and, therefore, have more visible...

April brought shaking to the equity markets and rattling to the bond market, with tandem declines for both asset classes. However, we saw continued rolling recoveries in housing, manufacturing and non-U.S. global economic growth, all of which support...

Successful entrepreneurs do a lot of things well – sales, product development, executing big ideas – but many fall short when it comes to saving for their own retirement and addressing personal and family wealth planning....