A presentation on Canada-U.S. cross-border tax planning considerations
9/29/2026
Watch our latest Client Insights webinar.
Tax Planning
Passing Down the Family Cottage
9/21/2026
A tax & financial planning perspective.
Tax Planning
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Back To School: Smart Ways to Maximize Your Child's RESP
9/8/2026
As students head back to class, many families are thinking ahead to the cost of post-secondary education.
Life Events, Lifestyle & Technology
Markets remain positive despite the escalating noise
9/8/2026
Review the latest Insights and Strategies.
Markets & Investing
September is Life Insurance Awareness Month
8/31/2026
While often only seen as a safety net, life insurance can also be a powerful financial planning tool.
Life Events, Lifestyle & Technology
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What you need to know as the Canada-U.S. trade dispute escalates
8/26/2026
On July 20, President Trump announced that he would be using Section 338 of the Tariff Act of 1930 to impose additional 50% tariffs.
Markets & Investing
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Important Questions for Your Insurance Coverage Review
8/25/2026
Keep your coverage current at every stage.
Life Events, Lifestyle & Technology
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Focus turns from rewarding AI build-outs to its use, discipline, and monetization
8/10/2026
Review the latest Insights and Strategies.
Markets & Investing
Tax Planning Considerations for American “Summerbirds” in Canada
8/5/2026
For many Americans, spending the summer in Canada has become more than a seasonal escape—it's a lifestyle.
Tax Planning
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Tax Loss Harvesting Canada: 2026 Guide
7/13/2026
Rules, deadlines, superficial loss tips and year-end checklist to reduce capital gains tax.
Tax Planning
Earnings growth continues to drive optimism in the markets, despite geopolitical backdrop
7/9/2026
Review the latest Insights and Strategies.
Markets & Investing
The Cost of Cognitive Care in Canada
6/30/2026
As life expectancy continues to rise in Canada, people are living longer and more fulfilling lives.
Retirement & Estate Planning