In This Issue • Generation Squeeze: 30 Years of Inflation • Beyond Canada: A Look at Global Markets • How Is Investment Income Taxed? • The Wealth Gap: A Two-Speed Economy • Strategic Insurance Planning for HNW Investors...
When someone you love names you as the executor of their estate, it can feel like an act of trust....
Only 36 percent of women business owners have a detailed transition plan in place, compared to 43 percent of men....
In most partnerships, dividing responsibilities comes naturally, but when it comes to household finances, far too often one partner takes the reins while the other quietly steps back....
The loss of a loved one can feel particularly cruel. While grief clouds the mind, making even simple decisions feel heavier than usual, it often marks the start of complex financial responsibilities that demand mental clarity....
The Through Line: In 2025, we saw a swarm of trends, concerns and surprises – many of which will follow us into the new year. Some of the themes rhymed with prior periods, while others permanently bent the arc of specific trajectories. Investors may...
Many people think of estate planning in terms of traditional assets like investment portfolios, homes, artwork, vehicles and the family cottage. But as our lives become increasingly digitized, it’s important to include online assets, too....
For some, the ideal retirement involves annual scuba diving trips to Belize and golfing at the best courses around the world. For others, it’s staying close to home to spend more time with family or taking joy in sharing their wealth......
For ultra-high-net-worth families, wealth management is about more than managing money. It’s also about envisioning strategic planning for the future, including planning for assets as they pass from one generation to the next – and, possibly, even th...
It’s everyone’s nightmare: someone convinces a loved one to hand over the financial reins, invest in a “project” they believe in or help them out in an “emergency” scenario, and by the time they realize something isn’t right,...
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