Our Professionals

Money is emotional. Within families, differing values, financial literacy levels, and expectations around inheritance can create tension and avoidance. As a result, family conversations about money and wealth transfer often remain superficial......

The Through Line: For months, the disconnect between sturdy economic data and steadily weakening sentiment readings has perplexed those trying to decode the market’s long-term path......

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......

Worried headlines were the order of the day during the first quarter of 2025. Words and deeds of the new U.S. administration produced many heavy hearts and unpleasant surprises......

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......

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......

The Through Line: Our natural wiring prompts us toward a desire for instant (and all-too-often hyper emotional) reaction to breaking news......

On March 3, U.S. President Donald Trump followed through with the implementation of a slate of tariffs on Canadian and Mexican goods, marking the start of a North American trade war. Canada fired back with retaliatory tariffs......

The Through Line: The old adage that suggests “when one door closes, another opens” is really only half the story. Significant transformation is rarely as easy as moving seamlessly from one chapter to the next - more often, we must traverse......

The Healthcare of Ontario Pension Plan (“HOOPP”) recently announced that Ontario incorporated physicians will be eligible to participate in its defined benefit pension plan, effective January 2025......