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
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
Financial planning for women in Canada
6/29/2026
Protect independence through career breaks, caregiving, and longer retirements with Raymond James.
Life Events, Lifestyle & Technology
Brain Health, Family Decisions, and Your Financial Plan
6/26/2026
Watch our latest Client Insights webinar.
Life Events, Lifestyle & Technology
Outsmart the Scams
6/24/2026
Isn't the internet great?
Life Events, Lifestyle & Technology
Helping Your Child Buy Their First Home
6/18/2026
Helping a child buy a first home is a meaningful milestone.
Retirement & Estate Planning
Security Is a Partnership
6/17/2026
Complying with these preventive measures helps protect your accounts and supports your eligibility for reimbursement
Life Events, Lifestyle & Technology
Cross-Border Investing Canada US 2026 Guide
6/16/2026
Navigate cross-border investing Canada US 2026 with tips for taxes, accounts, residency rules, and smarter portfolio choices for Canadians and U.S. persons.
Tax Planning
