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
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
10 Ways Tax Planning Can Improve Your Life
1/23/2026
A lasting legacy doesn’t happen by accident.
Tax Planning
The Value of Tax Planning
1/21/2026
Keep more of what you earn through proactive, personalized strategies.
Tax Planning
Starting 2026 with a bang
1/13/2026
Review the latest Insights and Strategies.
Markets & Investing
Ten Themes for 2026
1/8/2026
Watch our latest Client Insights webinar. A presentation from our Chief Investment Officer, Larry Adam.
Markets & Investing
Tax-Free Savings Account (TFSA) at a Glance
12/4/2025
Saving money can be simple—and the Tax-Free Savings Account (TFSA) helps you maximize your savings without
worries and taxes.
Tax Planning
Registered Education Savings Plan (RESP) at a Glance
12/4/2025
Planning for a child’s future education?
Tax Planning
First Home Savings Account (FHSA) at a Glance
12/4/2025
Buying your first home is a big milestone and saving for it can feel overwhelming. That’s where the First Home Savings Account (FHSA) comes in.
Tax Planning
