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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Women Poised to Shape Canada’s Financial Future
3/2/2026
By 2028, women will not only inherit significant wealth, but they will also help shape the direction of Canada’s future economy.
Life Events, Lifestyle & Technology
2026 Alberta Budget Highlights
3/2/2026
On February 26, 2026, Alberta’s Minister of Finance, Nate Horner, tabled the province’s 2026 budget.
Tax Planning
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
Watch Video
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
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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
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
Resources to help you plan with confidence.
Tax Planning
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