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

Checklist of 11 financial considerations before tying the knot

Navigating the complexities of wealth planning can be daunting enough when you’re single. Add someone else’s income to the equation along with their spending habits, money values, and goals, and planning becomes a lot more complicated....

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Weekly Strategy Perspectives: Private Credit – Brewing Crisis or Tempest in a Teapot?

Private credit has had a rough go of it lately after an extended period of heady growth and robust investor enthusiasm....

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Empowering the next generation

For many families, getting kids to pitch in around the house – or convincing grandkids to look up from their phones – can feel like an uphill battle....

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Why financial planning is self-care

When you think of self-care, financial planning may not be the first thing that comes to mind. But it can be a vital part of your overall well-being. Like other self-care rituals, it’s easily neglected. ...

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Weekly Strategy Perspectives: After the (Epic) Storm

When the U.S. and Israel launched joint military operations against Iran last Saturday, traders initially showed remarkable restraint. That changed as the week wore on, however, and hostilities intensified rather than resolved....

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Special Market Update: Iran Update

Capital markets have a long history of looking past geopolitical events. An initial (and often sharp) risk-off reaction is typically followed by recovery as investors return to focusing on fundamentals....

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Weekly Strategy Perspectives: What Could Go Right? Reunderwriting the Bull Case

Markets started the week on a shaky note with tariffs and a potential AI/jobs apocalypse dominating the story line....

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Weekly Strategy Perspectives: Still Nauseously Optimistic

The last 12 months have sprayed a firehose of change at investors, consumers and businesses alike....

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Smart strategies for supporting a child with special needs

What happens when someone you love requires constant, lifelong support, long after you’re able to provide it?...

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