Education Centre

January’s positive start to the year is now in jeopardy after the U.S. launched a trade war. Tariffs on China are going ahead, but Canada and Mexico have been given a temporary reprieve. The level of uncertainty remains elevated and headlines......

Entrepreneurship is supposed to be a thrilling experience filled with hope, opportunity and, of course, hard, painstaking work. The last thing anyone wants to think about is what might happen to a budding business if a founder or critical employee......

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....

When someone mentions the term “blended families,” an image of The Brady Bunch may flash through the average person’s head. However, the reality is never that straightforward, and neither is building an estate plan for a blended family....

For the last several years, an increasing number of wealthy Canadians have been turning to donor-advised funds (DAFs) to facilitate their charitable giving. This approach, which allows donors to make a tax-deductible charitable gift, while having a t...

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...

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

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...

For 2023, business owners can use the Capital Gains Deduction to shelter up to $971,190 of capital gains on the sale of shares of a qualifying small business corporation....

One way for high net-worth (HNW) and ultra-high-net-worth (UHNW) families to carve out an equal helping of the estate planning pie – and to reduce tension among family members – is with trusts....