Equity and Fixed Income Strategy - August 2023

The Bank of Canada (“BoC”) and U.S. Federal Reserve (“Fed”) were at it again, recently raising rates another quarter point. While we think those latest increases were unnecessary given already sharply lower inflation trends, at least we now have......

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6 Tips for Talking to Adult Children About Your Family’s Wealth

All parents, particularly those of affluent families, tend to avoid conversations with their adult kids because they fear confrontation, a loss of privacy or worry about their offspring becoming entitled and losing their motivation, says Forsythe....

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8 Tips to Bulletproof Your Will

In a perfect world, your final wishes would be carried out just as you wish. In Canada, you generally have testamentary freedom, which means you are allowed to distribute your estate in the manner you choose, as stated by your Will. However, there ar...

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Canadian Snowbirds and U.S. Income Tax

If you plan to spend your winters in the U.S., you should be concerned with more than just ensuring your passport is up-to-date and that your bags are packed. Snowbirds – Canadian residents who spend part of each year in the United States......

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Equity and Fixed Income Strategy - July 2023

Sometimes in the world of investments, the best longer-term risk-reward vehicles are found on the road less travelled. Case in point, since the start of 2022, Canadian banks have been very much out of favour with investors....

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When it Comes to Business Succession Planning, There’s No Time Like the Present

Between a pandemic, inflation, interest rates and potential recession, there’s not an entrepreneur on the planet who hasn’t had to tear up at least part of their business plan over the past three years. Now, with economic concerns continuing for the...

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Athletes and Mental Health: 4 Ways to Protect Yourself from The Pressure

Most sports fans assume professional athletes are living the dream, getting paid a hefty salary to do the thing they love, all day, every day. If you’re an athlete yourself, however, you know the reality: the dream comes with an enormous amount......

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Is a Professional Corporation Right For You?

Many professionals incorporate their practices to enjoy the same benefits as other self-employed incorporated individuals....

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Tax Planning for Physicians - Professional Corporations

Many physicians incorporate their practices to enjoy the same benefits as other self-employed incorporated individuals. However, important tax changes affecting Canadian private corporations that were introduced several years ago can have significant...

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Is it Time to Consider a Corporate Executor for Your Will?

Where there’s a will, there’s a way. That can-do attitude can get you far in life, but when it comes to estate planning, having a Will is often only a starting point. Without a trusted and reliable executor to distribute your assets in accordance wit...

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