Monthly Newsletter

Featured monthly newsletter with content from subject matter experts.

Make better investment choices by understanding and reducing bias.

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Appointing an Executor

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Do you have a succession plan for your business?

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Love and Marriage and… Contracts

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Who will take care of my pets when I die?

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War of the Surviving Spouses – Who Gets the Pension?

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Tax Planning Using Private Companies

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Global Markets Commentary 2024 in Review: The Year of the Electorate

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....

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2025 Canada economic outlook: On the mend

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....

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BMO Ranks First in J.D. Power 2024 Canada Wealth Management Digital Experience Study

 BMO today announced it has received the highest score for wealth management digital experience among full-service investors in the J.D. Power 2024 Canada Wealth Management Digital Experience Study....

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The Valuation of a Professional Service Practice

A professional firm’s financial statement generally outlines tangible assets such as, cash, accounts receivable, work-in-progress, furniture, and equipment at their depreciated or amortized book value. Intangible assets in the form of goodwill can ar...

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Tax Planning for Physicians - Professional Corporations

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...

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