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....
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......
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....
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....
As leaves descend from the trees in earnest, a new season is upon us – no, not fall, but rather what’s known as “the giving season,” which is highlighted by National Philanthropy Day on November 15, and Giving Tuesday on December 3....
We’ve made no major changes to our Federal Reserve and Bank of Canada calls since our last Rates Scenario (September 12), despite the Fed’s surprise 50-bp rate cut last month....
Many millennials are at an age where they’ve accumulated enough wealth or disposable income to start donating to causes near and dear to their hearts....
As outlined in our 2024 Federal Budget Review publication, Budget 2024 proposed several important new measures impacting individuals and business owners, most notably the proposed increase in the capital gains inclusion rate (i.e., the amount of a ca...
Does being good at math mean you can direct your finances? Rebecca Clark, Director of Wealth Planning for BMO Private Wealth, isn’t so sure having a way with numbers is enough on its own....
Every entrepreneur knows that to run a business, you need to be a jack of all trades. But while many business owners know how to tackle sales, marketing, finance and business development, most battle with the fundamental question of what they......