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
Legacy in Action: Philanthropy, Planning & Purpose Across Generations
11/21/2025
Watch our latest Client Insights webinar.
Life Events, Lifestyle & Technology
Federal budget sets the tone for more business investment in Canada
11/6/2025
Review the latest Insights and Strategies.
Markets & Investing
2025 Federal Budget Highlights
11/4/2025
On November 4, 2025, Canada’s Minister of Finance, François-Philippe Champagne, presented the federal budget for the 2025-2026 fiscal year.
Tax Planning
November is Financial Literacy Month
11/3/2025
November marks Financial Literacy Month in Canada, a time to shine a light on the tools and conversations that help us feel more confident about money.
Life Events, Lifestyle & Technology
RRSP, TFSA, or FHSA: Choosing the Right Savings Plan for Your Goals
10/31/2025
When you’re setting money aside for your future, Canada offers three powerful registered accounts.
Tax Planning
A Professional's Future
10/29/2025
Making sense of competing priorities.
Life Events, Lifestyle & Technology
2025 Year-end Tax Planning Opportunities
10/23/2025
These important tax and financial planning moves can help prepare you for the upcoming tax season and better
align your finances with your short- and long-term goals.
Tax Planning
Gold and A.I. and rate cuts, oh my!
10/7/2025
Review the latest Insights and Strategies.
Markets & Investing
The Value of Charitable Giving
10/7/2025
Build a legacy by supporting what matters.
Life Events, Lifestyle & Technology
