Blog

Before the end of the year, it is a good idea to review your investment portfolio and consider engaging in a tax-loss selling strategy....

As leaves descend from the trees in earnest, a new season is upon us – no, not fall, but rather what’s known as “the giving season,” which is highlighted by National Philanthropy Day on November 15, and Giving Tuesday on December 3....

Many millennials are at an age where they’ve accumulated enough wealth or disposable income to start donating to causes near and dear to their hearts....

No one can foresee when they will pass away, but having a "Death Binder" will help avoid confusion and reduce the stress of loved ones during a difficult time....

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...

Why home ownership in Canada is becoming more and more unattainable....

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....

A summary on the Registered Education Savings Plan (RESP)...

What to do with your finances after graduating from Dental School...

As the new school year begins, many students are preparing to take the next big step in their educational journey by heading off to university, college, or another continuing education program aligned with their interests and career aspirations....