2025 Personal Tax Calendar

While most Canadians are aware of the April 30 personal income tax filing deadline, there are other important tax  deadlines that must be observed over the course of the year – especially if you want to take advantage of certain tax......

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Weekly Strategy Perspectives: Adjusting to the new (old) normal

The Through Line: For much of 2024, stock and bond prices rose as investors reacted to solid economic progress and the prospect of central banks launching rate-cutting campaigns....

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Reduce your taxes with a Prescribed Rate Loan

In a low interest rate environment, a popular tax strategy involves the use of a prescribed rate loan to split  income amongst family members. However, as a result of the recent decreases in the prescribed interest  rate, the income-splitting......

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How to use life insurance to keep your business growing

Entrepreneurship is supposed to be a thrilling experience filled with hope, opportunity and, of course, hard, painstaking work. The last thing anyone wants to think about is what might happen to a budding business if a founder or critical employee......

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Weekly Strategy Perspectives: Buckle Up

The Through Line: With the inauguration of America’s 47th president less than two weeks away and a newly seated Republican congressional majority intent upon providing him quick action on campaign promises, markets have already reacted to an......

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Federal government prorogues Parliament – Tax implications

With the announcement by Justin Trudeau earlier this week to resign as Prime Minister, the Federal government will prorogue Parliament until March 24, 2025....

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Investment Strategy - January 2025

After a fantastic year, market still well supported…but keep a close eye on tariffs and the unemployment rate...

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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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Government of Canada releases 2024 Fall Economic Statement

On December 16, 2024, the Federal government released a fiscal update in its 2024 Fall Economic Statement (FES), which introduces a number of affordability and housing measures....

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5 financial areas to focus on this winter

Winter is a great time to recharge. But with many people’s attention turning toward rest and relaxation in warmer climates or on making getaway plans for later in the year, it’s still important to remember that growing your wealth doesn’t take......

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