Articles
April 3, 2024
The Great Wealth Transfer: How Prepared are Canadians?
Just 48% of Canadians have a will in place, and only 65% have appointed a power of attorney, according to recent statistics.
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Articles
March 26, 2024
Growing Scams: Protect Yourself & Others From Phishing
As advisors, we continue to be dismayed by the increasing amount of financial fraud.
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Articles
March 22, 2024
Canada & U.S. Economic Divergence: The Case for Diversification
Why has the U.S. recently posted solid economic growth while Canada has been relatively sluggish?
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Articles
March 21, 2024
Women & Wealth: Navigating Shared Circumstances
Are there gender differences that impact the way we accumulate and manage wealth?
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Articles
March 18, 2024
Are You Associated With a “Bare Trust” Arrangement?
Do you hold assets in an arrangement with a separate legal and beneficial owner, where the beneficial owner oversees the assets?
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Articles
March 15, 2024
The Impact of Taxes on Investments Can Be Significant Over Time
Just as investments benefit from compounded growth over time, the tax on income and gains can accumulate to become significant.
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