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June 20, 2024
Increasing Capital Gains Inclusion Rate: Planning for a Cottage/Cabin
As you think ahead to the eventual transfer or sale of a cottage or cabin, here are four things to consider.
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June 19, 2024
Timing Is Everything: Why Some Regret Taking Early CPP Benefits
With most Canadians choosing to start their Canada Pension Plan (CPP) benefits early, there’s been growing attention to the potential advantages of waiting.
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Articles
June 18, 2024
Your Home Is Not a Retirement Plan
When supporting clients in planning for retirement, it’s generally not recommended to factor in a home’s value as a primary part of that plan.
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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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