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

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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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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Checklist of financial considerations when starting or growing your family

Becoming a parent is one of life’s most exciting milestones....

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Are you emotionally ready for retirement?

Retirement is one of the biggest life transitions any of us will go through, yet we tend to treat it primarily in financial terms. How much money is it going to take to realistically afford to step away from the job?...

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Why protecting your wealth means protecting your inner circle

Technology, and the evolution of AI, has made it easier for bad actors to identify and exploit their friends, family, coaches, agents, and others around them....

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Planning for the family vacation property

Designing a succession plan for the future ownership of your family vacation property can be challenging, especially because these properties often hold tremendous sentimental and monetary value....

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Government of Canada releases Spring Economic Update 2026

On April 28, 2026, the Federal government released its fiscal update entitled Canada Strong For All – Spring Economic Update (SEU). ...

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Starting strong: A financial checklist for new grads

Graduating from university marks the beginning of a new chapter; one filled with opportunities to pursue your career goals and chase your personal dreams....

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