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.
Market Perspectives
7/11/2025
Trump turns up the heat on Canada, raising tariff threat to 35%.
Markets & Investing
Market Perspectives
7/10/2025
July 9 tariff deadline pushed to August 1, as revised rates and a few deals get announced.
Markets & Investing
Waiting for clarity on reciprocal tariffs and a Canada-U.S. trade/security deal
7/3/2025
Review the latest Insights and Strategies.
Markets & Investing
Gifting or Donating as an Attorney for Property*
7/3/2025
In Canada, an attorney for property does not have an unrestricted right to make gifts or donations on behalf of the grantor.
Retirement & Estate Planning
The Value of Estate and Trust Planning
7/2/2025
Protect your family and your legacy.
Retirement & Estate Planning
