Historically, women haven’t been thought of as controlling significant wealth, but that trope is quickly disappearing as trillions of dollars get passed down from one generation to the next....
Wealthier Canadians have no shortage of investments to put into their portfolios, but many want those assets to be sustainable. A 2023 study of high net-worth investors (HNWI) by Capgemini found that 40% of respondents say sustainability impacts thei...
Many people still believe what’s good for the soul – or society – isn’t good for the portfolio or the bottom line....
The Canadian tax legislation contains a number of anti-avoidance tax measures such as those which seek to prevent corporate ”surplus stripping,” that can create a higher tax cost on the transfer of a business to a family member versus a sale......
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......
July saw global equity markets heat up even further and extend their year-to-date gains. They were fuelled by more Goldilocks (not too hot, not too cold) data on the global economy, inflation, and some better news from China at last....
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....
If you ever needed a reason to consider investing in the energy transition, a new report by the United Nations on the pace of global warming may provide some added motivation....
You recycle, compost and avoid purchasing single-use plastics. You support social justice initiatives and local diversity projects. But what about your portfolio? How can you take better control of your investments to ensure they align with your valu...
As the pandemic rages on, the financial effects continue to ripple through the economy, affecting many in its path. Especially in these times, it’s getting more and more important for people to make investments that have a positive impact......
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