On December 16, 2024, the Federal government released a fiscal update in its 2024 Fall Economic Statement (FES), which introduces a number of affordability and housing measures....
Winter is a great time to recharge. But with many people’s attention turning toward rest and relaxation in warmer climates or on making getaway plans for later in the year, it’s still important to remember that growing your wealth doesn’t take......
Our title is shamelessly self-referential since we essentially copied the one from the December 2024 Investment Strategy report and changed the year to 2025....
Canada’s economic environment remains as complex as it has been for the past couple of years. However, we're now dealing with a different inflation and interest rate environment....
It’s no secret that most business owners could spend more time thinking about succession and tax planning, but there’s a $1.25-million reason to think about it – and that figure will continue to rise....
It was a sweep. While Kamala Harris had been gaining in some polls in the last week, the U.S. chose to give Donald Trump a second term....
We’ve made no major changes to our Federal Reserve and Bank of Canada calls since our last Rates Scenario (September 12), despite the Fed’s surprise 50-bp rate cut last month....
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...
The estate of a Canadian may be subject to U.S. estate tax if the Canadian owned U.S. “situs” property (U.S. assets) at the time of their death, including investments held in registered accounts – such as Registered Retirement Savings Plans (“RRSPs”)...
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