The Through Line: Markets reacted sharply after President Donald Trump unveiled his “Liberation Day” tariff plans, moving rapidly to reset valuation levels. Did they go far enough to accommodate the current fundamental situation or overreact?......
For many high-net-worth individuals with children, amassing wealth may be the easy part; successfully passing down that wealth to their children is where things can get difficult......
The Through Line: The thirst for certainty has reached fevered proportions, yet the very opposite may prevail for at least a few more months even after U.S. President Donald Trump’s April 2 announcement of sweeping tariffs on virtually all......
Following the recent announcement of a Federal Election on April 28, the Federal political party leaders have begun to outline their election platforms, including tax policy. We have briefly summarized the tax policy announcements of the three......
The Through Line: The AI revolution is fast upon us, bringing an intense amount of change and opportunity. Such periods of transformation inevitably lead to a host of questions......
The Through Line: The door to the globe’s worry closet has been flung wide open this year, with a broad array of challenges spilling out. Just a few of the many monsters loosed from the closet to keep us up at night: tit‑for‑tat trade wars......
A smart tax plan doesn’t just maximize your registered accounts, it structures your finances in a way that optimizes every dollar you earn on the road to retirement – and beyond......
The Through Line: While meant for moving objects, Newton’s first law applies to trends as well – and President Donald Trump clearly qualifies as the outside force prompting pivots in a wide swath of global trade, security and political alliances......
As we publish this report, some U.S. tariffs on Canada and Mexico have been postponed (again) until April 2. The nascent U.S.-instigated trade war is clearly negative for the entire North American economy as it increases inflation and lowers......
Equity markets in both the U.S. and Canada are being rattled by a combination of tariffs and, at least in the case of the U.S., convergent factors including DOGE cuts and softening economic data......