Articles
September 20, 2025
HNW Investors: Be Aware of the Realities of Elder Abuse
When able-bodied adult children receive prolonged financial help, roles can blur and boundaries fade.
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Articles
September 19, 2025
Canada and US Rate Cuts: A Turning Point for Monetary Policy?
Both the Bank of Canada (BoC) and the US Federal Reserve took a notable step in their respective monetary policy trajectories this week.
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Articles
September 19, 2025
Five Reasons HNW Investors Can Have Unique Insurance Needs
As a high-net-worth (HNW) investor, your insurance needs often go beyond simply protecting more assets.
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Articles
September 15, 2025
Estate Planning & Joint Ownership: The Good, Bad... & Ugly
Owning assets jointly has grown in popularity, with spouses and, more frequently, between parents and children.
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Articles
September 14, 2025
The Many Benefits of Portfolio Rebalancing
Beyond asset allocation, rebalancing can strengthen portfolio discipline and wealth management.
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Articles
September 13, 2025
Thinking Ahead: Planning a Tax-Efficient Withdrawal Strategy
With our tax liabilities rising significantly over the decades (chart), tax planning continues to be an important part of wealth management.
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Articles
September 12, 2025
HNW Investors: Are You Overlooking the Tax-Free Opportunity?
There are few “gifts” that the government gives us, and the Tax-Free Savings Account (TFSA) is one of them.
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Articles
September 12, 2025
Dividend Income: A Smarter Alternative to Low-Yield Deposits?
As interest rates trend lower, dividend-paying equities are emerging as a compelling alternative to traditional fixed-income products.
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Articles
September 11, 2025
Back to School: Why the RESP Should Be Included in a Will
Why Consider Estate Planning for the RESP?
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Articles
September 10, 2025
The Immutable Market Pendulum
The summer saw the return of the immutable market pendulum, where sentiment can swing from ‘hopeless’ to ‘flawless.’
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Articles
September 5, 2025
Canadian Dollar Outlook
The loonie is grinding forward, not flying high, but certainly not falling at this time.
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Articles
August 29, 2025
Canada Builds Trade Momentum as U.S. Economy Hits Its Stride
As we head into the fall, there are meaningful shifts underway in both Canada and the U.S.
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