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 2023 Year in Review: Bankers, Barbie and Bounce Back

When we look back on 2023, the tragedies in Ukraine and the Middle East will sadly stand out in our memories. For capital markets, banks at all levels (regional, global and central) drove a volatile year....

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Succession strategies for Canadian farmers

Farming in Canada is one of the oldest industries and still continues to play an integral economic role, domestically and beyond....

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How to Protect Yourself From Ransomware Attacks

Ask a cybersecurity expert about the chance of falling victim to a cyberattack and they’ll tell you there are two types of people out there: those who know they’ve been hacked and those who don’t know they’ve been hacked....

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Equity and Fixed Income Strategy - December 2023

We think the market can power higher through year-end and beyond. That, in a nutshell, has been our call for the last few months, despite the pervasive negativity surrounding the geopolitical environment as well as the interest rate and economic outl...

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2024 Capital Markets Outlook: Plenty of Progress, Solid Foundations Laid

Looking back on 2023, we can see progress in tackling major issues that loomed over the global economy and capital markets. The world enters 2024 faced with some unfinished business that will be a priority in the year ahead....

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The art of investing in art

Money doesn’t grow on trees, but you can hang it on your wall. Art has turned heads for centuries, but with valuations surging in recent years, some investors now admire their paintings as much for their ability to boost portfolio returns as they do...

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The art of transformational giving

Today’s economic climate is putting pressure on all of us in different ways. More and more people are turning to community organizations for support....

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Putting a Priority on Women’s Mental Health

As easy as it is to say that mental health is health, it’s never quite that simple for women. Career and personal successes are often achieved in spite of the many challenges and roadblocks accomplished women come up against....

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2023 Year-End Tax Planning Tips

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 2023 tax bill. The following information relates to ye...

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Equity and Fixed Income Strategy - November 2023

Violence, political upheaval, and interest rate increases. Sadly, those factors have come to define much of 2023. Not surprisingly, investors are in a sour mood and much of the market has been under pressure....

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