Global Markets Commentary: Let the Sunshine In

Equity markets saw substantial gains in the first quarter of 2024 – many were up more than 5% on the year. The list of markets posting fresh all-time highs is long. Fixed income endured a mildly negative Q1, giving back some of Q4 2023’s outsized gai...

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Inclusive spaces: 3 ways to cultivate support for women's mental health

We know that core elements of the mental health crisis disproportionately affect women, who experience higher rates of mood and anxiety disorders than men. And we know that women’s mental health is undervalued, underfunded and understudied...

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New Tax Reporting Requirements for Trusts

Trusts are powerful instruments in tax and estate planning. Broadly speaking, a trust is a relationship between a settlor and a trustee1 in which the trustee holds property transferred by the settlor for the benefit of beneficiaries, specified by the...

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Investment Strategy - March 2024

Global stock markets continued to defy various bearish accounts in 2023, and so far in 2024. With the notable exception of China, which is mired in a painful growth slowdown, major stock markets around the world, notably Europe (EURO STOXX 50), North...

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Global Markets Commentary: Rolling Recessions and No Landings

February brought more positive macroeconomic data, which ranged from largely good to Goldilocks (not too hot, not too cold). The global economy continues to improve. Fewer investment gurus are predicting recession and the holdouts are finding it toug...

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Federal Budget 2024 – Do no harm

Heading into last year’s Federal Budget, Ottawa was fretting over the economy and how high inflation could damage household finances. Today, those pressures are less pronounced – inflation has cooled and the economy is proving to be resilient....

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2024 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 deductions and cre...

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Completing Your 2023 Income Tax Return Checklist

As the tax filing deadline approaches, below are some reminders to help ensure you’re prepared to file your personal income tax return, and that you maximize your tax savings. It’s important that you have all required tax documents before you prepare...

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International Women’s Day: How a new mentorship program is creating more opportunities for women advisors

With more women climbing the corporate ladder, launching new businesses and receiving inheritances from the Great Wealth Transfer, women control more wealth than ever....

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The Three Behaviours Causing You to Panic in Turbulent Markets

Everyone knows that markets can rise and fall, but that doesn’t make the ups and downs any easier to stomach. Your first instinct when markets drop might be to reach for an antacid and look for ways to cut your losses, but while that could provide so...

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