Publications

Portfolio Strategy

Strategic commentary and an overview of financial markets.

Equity and Fixed Income Strategy (summary)

Summary of the strategic commentary on equities and an overview of financial markets.

Rates Scenario

Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.

Engaging the next generation

Are they prepared? Children and grandchildren need to get ready for their roles as inheritors.

Are All Fees Created Equally?

With upfront knowledge of the cost of investing, you’re able to focus on developing a long-term plan that respects your tolerance for risk and will help you reach your wealth management objectives.

2022 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 credits. This calendar summarizes several important dates on the tax calendar and offers some tips to help you with your overall wealth planning. Where a deadline falls on a weekend or a holiday recognized by the Canada Revenue Agency (“CRA”), the deadline is generally extended to the next business day.

Ensuring a seamless transfer of wealth with an estate plan

Estate planning is the process required to transfer and preserve your wealth in an effective and seamless manner.

Wealth Planning

You’ve got plans. Let’s make it an action plan.

What are your potential retirement income sources?

How Investment Income is Taxed