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

Weekly Strategy Perspectives: Buckle Up

The Through Line: With the inauguration of America’s 47th president less than two weeks away and a newly seated Republican congressional majority intent upon providing him quick action on campaign promises, markets have already reacted to an......

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Federal government prorogues Parliament – Tax implications

With the announcement by Justin Trudeau earlier this week to resign as Prime Minister, the Federal government will prorogue Parliament until March 24, 2025....

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Investment Strategy - January 2025

After a fantastic year, market still well supported…but keep a close eye on tariffs and the unemployment rate...

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Global Markets Commentary 2024 in Review: The Year of the Electorate

For investors, 2024 was a stellar year despite fears that politics and geopolitics would wreak havoc on the markets. What better proof that politics don’t belong in your portfolio....

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Government of Canada releases 2024 Fall Economic Statement

On December 16, 2024, the Federal government released a fiscal update in its 2024 Fall Economic Statement (FES), which introduces a number of affordability and housing measures....

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5 financial areas to focus on this winter

Winter is a great time to recharge. But with many people’s attention turning toward rest and relaxation in warmer climates or on making getaway plans for later in the year, it’s still important to remember that growing your wealth doesn’t take......

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2025 Canada economic outlook: On the mend

Canada’s economic environment remains as complex as it has been for the past couple of years. However, we're now dealing with a different inflation and interest rate environment....

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Lifetime Capital Gains Exemption demystified: Strategies for maximizing your gains

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....

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Consider tax-loss selling in your year-end planning

Before the end of the year, it is a good idea to review your investment portfolio and consider engaging in a tax-loss selling strategy....

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