Insights

For investors, 2024 was a stellar year despite fears that politics and geopolitics would wreak havoc on the markets. What better proof that politics don’t belong in your portfolio....

First introduced in 1986, the Alternative Minimum  Tax (“AMT”) is a parallel tax calculation for  individuals (and many trusts) which calculates  an alternate taxable income that allows fewer  deductions, exemptions, and tax credits than under  the o...

Canada’s economic environment remains as complex as it has been for the past couple of years. However, we're now dealing with a different inflation and interest rate environment....

Since many tax strategies require foresight to be effective, tax planning should be a year-round activity. However, as year-end approaches there are still opportunities to consider to reduce your 2024 tax bill....

In last December’s 2024 Market Outlook Plenty of Progress, Solid Foundations Laid, we discussed a continuing return to normal, an environment where investors are rewarded across the risk spectrum....

When it comes to validating a Will after someone passes away, Quebec residents have it much easier than the rest of Canada....

Retirement has long been touted as the light at the end of the tunnel, at least from the day-to-day grind. But while some are excited about the prospect of living a life of travel and leisure, many lack a plan to use the rest of their free time......

For the last several years, an increasing number of wealthy Canadians have been turning to donor-advised funds (DAFs) to facilitate their charitable giving. This approach, which allows donors to make a tax-deductible charitable gift, while having a t...

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...