Publications

2026 Wealth Planning Facts & Figures

This is a helpful resource summarizing important tax, retirement and estate planning information.
2026 Wealth Planning Facts & Figures

Periodic Table of Asset Class Returns

As the Periodic Table of Returns demonstrates, your portfolio should be well diversified amongst global asset classes to enhance return and reduce risk. Click to read more.
Periodic Table of Asset Class Returns

Canadian Snowbirds and U.S. Income Tax

Although Canadian snowbirds reside in the U.S. for only a part of the year, there is the potential of being considered a U.S. resident and, in turn, having to pay U.S. income tax on the same basis as a permanent U.S. resident. This article outlines how the U.S. government determines whether you are a resident for income tax purposes; namely, it covers the criteria for meeting the Substantial Presence Test, Closer Connection Exception and the Canada U.S. Income Tax Treaty Tie-Breaker Rules.
Canadian Snowbirds and U.S. Income Tax

Trade tensions weigh on the 2026 Federal Budget

Our experts examine key themes to watch for this year's budget....

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Weekly Strategy Perspectives: Q3 Earnings Watch: Scaling the Wall of Worry

Our views on investment strategy, given the events of the past week and their impact on equity and fixed income markets....

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What to know about donor-advised funds as we head into the giving season

If you’re planning to make a large charitable donation before the end of the year, setting up a donor-advised fund could be a great way to give....

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A 10-step checklist for first-time homeowners

Buying your first home is a big step. While it’s an exciting journey, it can also be overwhelming. From choosing the right location to determining your budget, there’s a lot to consider....

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Weekly Strategy Perspectives: Nuggets vs. Noise: Q3 Review and Q4 Outlook

Our views on investment strategy, given the events of the past week and their impact on equity and fixed income markets....

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Your legacy in motion: The benefits and risks of early wealth transfer

Our experts share some of the key considerations for families thinking of passing on wealth sooner rather than later....

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Canada Investment Summit: What It Means for Businesses and Investors

The Canada Investment Summit brought renewed attention to investment opportunities in the country and new, as well as pre-existing, strategies for influencing economic growth and competitiveness....

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Weekly Strategy Perspectives: The Great Normalization

Our views on investment strategy, given the events of the past week and their impact on equity and fixed income markets....

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Weekly Strategy Perspectives: Debunking the Myths of Spooky Season

Our views on investment strategy, given the events of the past week and their impact on equity and fixed income markets....

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