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Tax Planning

Explore our tax cards.

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

A lasting legacy doesn’t happen by accident.

Tax Planning

Keep more of what you earn through proactive, personalized strategies.

Tax Planning

Tax Planning

Watch our latest Client Insights webinar. A presentation from our Chief Investment Officer, Larry Adam.

Markets & Investing

Markets & Investing

Saving money can be simple—and the Tax-Free Savings Account (TFSA) helps you maximize your savings without worries and taxes.

Markets and Investing

Planning for a child’s future education?

Tax Planning

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

Whether you are just starting to think about retirement or already planning for it, a Registered Retirement Savings Plan (RRSP) is a smart, tax-efficient way to grow your savings.

Tax Planning

Tax Planning

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Life Events, Lifestyle & Technology

On November 4, 2025, Canada’s Minister of Finance, François-Philippe Champagne, presented the federal budget for the 2025-2026 fiscal year.

Markets and Investing

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.

Tax Planning

When you’re setting money aside for your future, Canada offers three powerful registered accounts.

Life Events, Lifestyle & Technology

Making sense of competing priorities.

Tax Planning

Life Events, Lifestyle & Technology

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.

Markets & Investing

Tax Planning

Build a legacy by supporting what matters.

Markets and Investing

It’s a privilege to be able to support the causes and communities that matter most to you.

Life Events, Lifestyle & Technology

Giving back is one of life’s most rewarding experiences, and it’s even more meaningful when shared with family.

Life Events, Lifestyle & Technology

Life Events, Lifestyle & Technology

Tax Planning

Is your insurance still working for your life, your goals, and your legacy?

Markets and Investing

Permanent life insurance provides options.

Life Events, Lifestyle & Technology

Life insurance can be a valuable estate planning tool when used strategically.

Life Events, Lifestyle & Technology

Life doesn’t stand still—and neither should your insurance.

Life Events, Lifestyle & Technology

Life Events, Lifestyle & Technology

Trump turns up the heat on Canada, raising tariff threat to 35%.

Markets and Investing

July 9 tariff deadline pushed to August 1, as revised rates and a few deals get announced.

Markets and Investing

Markets and Investing

In Canada, an attorney for property does not have an unrestricted right to make gifts or donations on behalf of the grantor.

Markets and Investing

Protect your family and your legacy.

Retirement & Estate Planning

Preparation today secures tomorrow.

Retirement & Estate Planning

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Retirement & Estate Planning

Trade war skirmishes continue.

Life Events, Lifestyle & Technology

Fast takes on market trends.

Markets and Investing

Court rules against IEEPA tariffs, but the trade war is certainly not over

Markets and Investing

The dual benefits of insurance.

Markets and Investing

Life Events, Lifestyle & Technology

A stable option for your financial plan

Life Events, Lifestyle & Technology

On May 15, 2025, Peter Bethlenfalvy, Minister of Finance tabled the 2025-26 Ontario budget.

Life Events, Lifestyle & Technology

Protect and enhance your wealth.

Tax Planning

Insurance is more than a safety net; it plays a crucial role in your long-term wealth strategy.

Life Events, Lifestyle & Technology

Fast takes on market trends.

Life Events, Lifestyle & Technology

Are we past peak 'shock and awe'?

Markets and Investing

Liberals win 4th term - looking at market performance under various governments

Markets and Investing

Markets and Investing

Market volatility can feel like navigating choppy waters without a compass.

Markets & Investing

Examining how markets perform through economic contractions

Markets and Investing

BoC pauses rate cuts, to hold at 2.75%, proceeding cautiously due to "pervasive uncertainty"

Markets and Investing

The week after liberation day takes markets on a roller coaster ride

Markets and Investing

Fast Takes on Market Trends

Markets and Investing

Liberation day tariff package hits hard around the world.

Markets and Investing

Markets and Investing

On March 25, 2025, Quebec’s Finance Minister, Eric Girard, released the province’s 2025-2026 budget.

Tax Planning

On March 19, 2025, Saskatchewan Minster of Finance, Jim Reiter, released the province’s budget for the 2025-2026 fiscal year.

Tax Planning

The sale of a business opens multiple options in retirement.

Tax Planning

In this brief video, Jamie Coulter, CEO of Raymond James Ltd., discusses the implications of the US-Canada trade dispute.

Retirement & Estate Planning

A well-crafted financial plan is the foundation for your total wealth management strategy. It's an essential first step to building wealth and creating order in your financial life as you live it.

Life Events, Lifestyle & Technology

Fast Takes on Market Trends

Life Events, Lifestyle & Technology

The tariff threat train continues to roll.

Markets and Investing

On March 4, 2025, British Columbia’s Minister of Finance, Brenda Bailey, tabled the province’s 2025/26 budget.

Markets and Investing

International Women’s Day (IWD) provides an opportunity to recognize the achievements of women across all aspects of life while advocating for gender equity.

Tax Planning

On February 27, 2025, Alberta’s Minister of Finance, Nate Horner, tabled the province’s 2025 budget.

Life Events, Lifestyle & Technology

On February 18, 2025, Nova Scotia’s Minister of Finance and Treasury Board, John Lohr, tabled the province’s 2025-26 budget.

Tax Planning

Owning a U.S. property and travelling south to enjoy the sunshine...

Tax Planning

Tax Planning

Tariffs continue to cloud an otherwise good outlook.

Retirement & Estate Planning

Fast Takes on Market Trends

Markets and Investing

A trust is a legal structure often used to provide someone with the benefit of an inheritance without giving them control over the inherited assets.

Markets and Investing

Retirement & Estate Planning

Is there a downside?

Navigating the unfolding trade war.

Tax Planning

Charitable giving has the power to create a lasting impact.

Markets & Investing