News & Resources to keep you well-informed

We have assembled a valuable and varied array of information here to help you become more informed and confident as an investor. Content is updated often, so revisit regularly. As always, if there is anything else you ever need, feel free to let us know.

Cross-Border Donating – Impact Beyond Borders
9/30/2025
Charitable giving is an excellent way to give back to beloved causes, and for both Canadian and U.S. tax purposes, provides generous tax benefits.
Tax Planning
Calculators
7/15/2020
Markets & Investing
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2026 Nova Scotia Budget Highlights
2/26/2026
On February 23, 2026, Nova Scotia’s Minister of Finance and Treasury Board, John Lohr, tabled the province’s 2026-27 budget.
Tax Planning
Building Generational Wealth with Trusts - Strategies that lasts
2/20/2026
A Presentation from our Estate & Trust Solutions specialists. Watch our latest Client Insights webinar.
Retirement & Estate Planning
2026 British Columbia Budget Highlights
2/19/2026
On February 17, 2026 British Columbia’s Minister of Finance, Brenda Bailey, tabled the province’s 2026/27 budget.
Tax Planning
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The Parental Union That’s Reshaping Quebec Families
2/17/2026
Families grow in all kinds of ways.
Retirement & Estate Planning
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How Much Do You Need to Retire in Canada? Rethinking the Retirement Number
2/17/2026
Your guide to planning a fulfilling retirement with confidence.
Retirement & Estate Planning
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Volatility remains high while our overall positive outlook remains intact
2/9/2026
Review the latest Insights and Strategies.
Markets & Investing
Get Ready for Tax Season
2/4/2026
Marketing Collateral to Help You Plan with Confidence
Tax Planning
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Registered Retirement Income Fund (RRIF) at a Glance
2/3/2026
You’ve worked hard to save for retirement and now it’s time to turn those savings into income.
Retirement & Estate Planning
2026 Tax Reference Cards
1/29/2026
Explore our tax cards.
Tax Planning
5 Tax-Efficient Ways to Build Wealth in Canada
1/28/2026
Structuring your finances for tax efficiency is a critical part of any financial plan. Even small adjustments can help you keep more of what you earn and grow your wealth faster.
Tax Planning