As outlined in our 2024 Federal Budget Review publication, Budget 2024 proposed several important new measures impacting individuals and business owners, most notably the proposed increase in the capital gains inclusion rate (i.e., the amount of a ca...
Managing wealth is never easy. Market fluctuations bring unpredictable dips and rises. Global events wreak havoc on strategic plans. Shareholders want to move assets in different directions....
Does being good at math mean you can direct your finances? Rebecca Clark, Director of Wealth Planning for BMO Private Wealth, isn’t so sure having a way with numbers is enough on its own....
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...
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...
Every entrepreneur knows that to run a business, you need to be a jack of all trades. But while many business owners know how to tackle sales, marketing, finance and business development, most battle with the fundamental question of what they......
No one gets married with the expectation of one day filing for divorce, but it happens to somewhere between 38% and 48% of Canadian marriages....
Many people still believe what’s good for the soul – or society – isn’t good for the portfolio or the bottom line....
The Canadian tax legislation contains a number of anti-avoidance tax measures such as those which seek to prevent corporate ”surplus stripping,” that can create a higher tax cost on the transfer of a business to a family member versus a sale......