Insights

Canada is on the brink of a $1 trillion wealth transfer. Are you and your family prepared for what comes next?

Spring is the perfect time to tidy up—not just your home, but your finances too. This article explores why the season of renewal is an ideal moment to refresh your wealth plan and reset your financial goals.

Preparing in advance can ease the financial challenges that arise after the loss of a spouse. Our guide offers practical tips on what to do in the event of a death, helping you navigate taxes, asset transfers, and other complexities with less stress.

Florida has long been a favourite winter retreat for Canadians, but recent hurricanes are causing many to reconsider their investment in the Sunshine State.

'Dying digitally' can become extremely complicated for your loved ones if you do not account for it in your estate planning.

The Canada Pension Plan is an important consideration for anyone planning for retirement, regardless of their wealth. For high-net-worth individuals, while the CPP might seem small compared to other income sources, it offers stability and inflation-indexed benefits.

In our view, the process of retirement planning should involve a greater depth of thought and breadth of preparation than simply asking “When?” and “How much?”. This guide distills our thinking about how best to prepare for a sound financial future in later life.

If you’re like many people, you will be trying to reap the best of summer while it lasts by spending extra time with your family. Yet, to the usual itinerary of eating great food, taking in the sun or the sights, or hanging out on the dock, try adding one other item: having a chat with your children about money.

Since 1992, the best option for tax-advantaged savings for a first-time home purchase has been the RRSP Home Buyers’ Plan, now there is a new king of the tax-advantaged ring in town in the form of the Tax-Free First Home Savings Account (FHSA).

When planning for risk, people often focus exclusively on “big” things like portfolio management, business structure, retirement goals, and the like. But the “little” things are often the ones that make life the most financially and emotionally difficult for families in the wake of a death.

No matter the size of the portfolio or the age of their children, many of our clients are wondering how to raise their kids with the skills and knowledge they need to be financially competent.

Sarah Bull discusses gender equality in the world of money and how, while change is still necessary, it should not blind us to the reality that change is taking place.

With interest rates rising, the housing market seems to be in a state of flux. The direction of housing prices – up, down or sideways – is a hot topic of conversation around dinner tables and office watercoolers, which is hardly surprising given how much wealth Canadians’ have tied up in their homes.