Blog

Successful entrepreneurs do a lot of things well – sales, product development, executing big ideas – but many fall short when it comes to saving for their own retirement and addressing personal and family wealth planning....

Wealthier Canadians have no shortage of investments to put into their portfolios, but many want those assets to be sustainable. A 2023 study of high net-worth investors (HNWI) by Capgemini found that 40% of respondents say sustainability impacts thei...

After decades of discussion, it finally happened: the Federal government raised capital gains taxes. However, the increase, which bumps the capital gains inclusion rate to 66.7% from 50%, only applies to individuals who realize more than $250,000 in...

As expected, Budget 2024 highlighted the government’s objective to increase the housing supply (3.87 million new homes by 2031) and to support renters and lower the costs of home ownership, through key measures such as an enhanced Canadian Mortgage C...

Anyone in a high-stress job knows the feeling: You’re streaking toward a major deadline and you’re doing your best to keep your team from falling apart. They’re looking to you for guidance; you’re resisting the urge to hurl your computer against......

Lest you think you missed some major local news, the rate cuts to which we refer are not from the Bank of Canada (“BoC”) or the U.S. Federal Reserve (“Fed”). At least not quite yet....

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...

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...

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...

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...