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Articles
June 17, 2024
The Increasing Cost of Living: A Taxing Time
While the growing cost of living continues to be top of mind for many, a differing perspective has emerged on our cost pressures.
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News & Media
June 13, 2024
The Harbourfront Group Acquires Cornerstone Investment Counsel
Harbourfront’s acquisition of Cornerstone adds a material amount of assets under administration and revenue to the greater Harbourfront platform.
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Articles
June 12, 2024
Planning Ahead: A Rising Capital Gains Inclusion Rate
It has been over 20 years since we’ve seen changes to the capital gains tax.
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Articles
June 10, 2024
The Largest Wealth Transfer in History is Here
As the last of the Baby Boomers reach the age of 60 this year, and the oldest approach 80, an estimated $1 trillion of wealth has begun to change hands.
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News & Media
May 10, 2024
TSX hits record high as rate cut hopes fuel broader gains
Wes Ashton shares his insight with Reuters about Canada’s stock index.
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Articles
April 17, 2024
9 Common Estate Planning Mistakes
Are you ready to take control of your financial future? Estate planning is the key to ensuring that your assets are distributed according to your wishes.
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Articles
April 10, 2024
Why Do You Need an Estate Plan?
Research shows that 70% of Canadians don't have an estate plan and 50% don't have a Will (25% of these folks say it's because they don't know where to start!).
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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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March 20, 2024
You Asked: Is the FHSA or HBP Better for (Grand)Kids?
Which plan is better for (grand)kids to purchase a first home: the First-Home Savings Account (FHSA) or Home Buyers’ Plan (HBP)?
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