Market Commentary - January 2025
1/21/2025
Markets & Investing
Market Commentary - October 2024
11/4/2024
Markets & Investing
Watch Video
Ten Themes for 2025
1/16/2025
Watch our latest Client Insights webinar.
Markets & Investing
Insights and Strategies
1/15/2025
Our 2024 Recap and 2025 Outlook.
Markets & Investing
Social Security, CPP and OAS: What happens when you have worked on both sides of the border
1/14/2025
Individuals who have worked and contributed into social security in both Canada and the U.S. can generally collect retirement benefits from both countries.
Retirement & Estate Planning
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The Repeal of the Windfall Elimination Provision
12/24/2024
The recent passage of the Social Security Fairness Act of 2023 has marked a significant victory for public service workers and cross-border retirees.
Tax Planning
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Capital Loss Planning
12/23/2024
The federal government’s 2024 proposed changes to the capital gains inclusion rate (CGIR) have introduced new complexity into the year-end ritual of harvesting capital losses.
Tax Planning
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Tax Implications of the Fall Economic Statement: Addressing everyday costs on a day filled with uncertainty
12/17/2024
On December 16, 2024, the Leader of the Government in Canada’s House of Commons (Government House Leader), Karina G...
Tax Planning
Understanding Probate: What you need to know.
12/16/2024
Probate is an administrative process, involving an application to court, to prove the validity of a will and the executor’s power to act pursuant to that will.
Retirement & Estate Planning
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Insights and Strategies
12/5/2024
Markets Closing Out a Good Year Despite Uncertainties
Markets & Investing
2024 Year-end Tax Planning Opportunities
These important tax and financial planning moves can help prepare you for the upcoming tax season and better align your finances with your short- and long-term goals.
Tax Planning
Fostering Generosity: Philanthropy for Today and Beyond
11/21/2024
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