Estate & Succession Planning

Tax Planning Strategies

Research

Global Trade Outlook: The USMCA and Beyond

Trade uncertainty in North America is here to stay for a while....

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Weekly Strategy Perspectives: Musings on the State of the AI Trade

Attention has quickly reverted to “all things AI” now that oil is once again flowing through the Strait of Hormuz and a path toward stabilization of the Mideast conflict is in sight....

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Reinventing Jobs in the Age of Technological Transformation

There’s no doubt that a workplace transformation is underway as the discourse around generative AI’s impact on white-collar jobs and employment continues to heat up....

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USMCA Review to Focus on Enforcement, Supply Chains and Security

When USMCA was first signed, it was hailed by some as the most consequential trade agreement on the planet. Nearly a decade later, that agreement faces its first major test as it enters its first major review....

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Weekly Strategy Perspectives: Just the FAQs Part II – The Enigmatic Consumer

Many of the questions we’ve received from clients and colleagues during our recent travels relate to consumers....

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Named an executor? Here’s what to consider before you say “yes”

When someone you love names you as the executor of their estate, it can feel like an act of trust....

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The risk of being hands-off with your wealth

In most partnerships, dividing responsibilities comes naturally, but when it comes to household finances, far too often one partner takes the reins while the other quietly steps back....

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Weekly Strategy Perspectives: Just the FAQs

Barely 11 weeks into the new year and investors’ psyches are already rubbed raw from the quantity of big-picture, arc-bending issues they’ve faced....

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You need a succession plan for your management team – not just for yourself

For business owners, succession planning is often focused on transition – the next chapter of your life. But there’s another side that’s just as critical: continuity....

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Retirement ready – from countdown to drawdown

You’ve likely spent decades saving and planning for retirement, but do you have a plan for how to tap into your hard-earned savings? Potentially not. Too many Canadians overlook this critical step in retirement planning: withdrawing savings......

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