Save taxes by timing donations strategically
10/15/2024
When it comes to charitable giving, when you donate can make a big difference to the amount of tax you save.
Tax Planning
Save taxes by donating securities in your "HoldCo"
10/15/2024
Many Canadians have already discovered the benefits of donating securities “in kind” to get a donation tax receipt for the fair market value of the gift and, at the same time, avoid capital gains tax.
Tax Planning
Save taxes by donating securities "in kind"
10/15/2024
When people make plans to support charitable causes, most focus on the amount of the gift — but how you donate matters, too.
Tax Planning
Insights and Strategies
10/1/2024
Do U.S. Elections Affect Canadian Markets?
Markets & Investing
The Advantaged Investor: Helping Mom and Dad Transition to Assisted Living or Retirement Facilities - (Episode 103)
9/25/2024
Listen to our podcast with Neela White.
Retirement & Estate Planning
The Family Cottage
9/19/2024
What to consider in your succession plan for the Family cottage.
Retirement & Estate Planning
Life Stages and Events: Where Insurance is a Strategic Wealth Solution
9/19/2024
Check out our latest Client Insights webinar!
Life Events, Lifestyle & Technology
The Advantaged Investor: Financial Planning – Considerations for Women Investors (Episode 102)
9/10/2024
Listen to our podcast with Neela White.
Markets & Investing
The Advantaged Investor: Fixed Income Market Volatility and a Mid-Year Update (Ep 101)
8/27/2024
Listen to our podcast with Harvey Libby.
Markets & Investing
Advisor Impersonation Warning
Many scams and fraudulent activities attempt to imitate investment dealers or financial advisors to gain access to your personal and financial information.
Life Events, Lifestyle & Technology
Market Volatility and a Mid-Year Equity Market Update (Ep 100)
8/15/2024
Listen to our podcast with Neil Linsdell.
Markets & Investing
