Download this article as a PDF. On December 16, 2024, amid a tumultuous day at Parliament Hill, the Federal Government...
2024 Fall Economic Statement
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FINAL MONTHS OF THE YEAR
The FHSA Carryforward Rules & More... The final months of the calendar year are a time when tax strategies are...
THE BEST OF TIMES, THE WORST OF TIMES: A Year in Review
As we reflect on the market journey from late 2023 to the present and look ahead to 2025, the resilience and dynamism...
IT’S BACK-TO-SCHOOL TIME…
The RESP: Would You Turn Down “Free Money”? There are many reasons to consider a Registered Education Savings Plan...
Estate Planning: Worried About Beneficiaries?
Though the pandemic may now feel like a distant memory, it did bring about some positive changes. One notable outcome...
Market Insights by James Thorne: Liquidity Matters
How will Trump’s U.S. election victory and recent #InterestRate cuts shape the future economy? James Thorne reminds...
A Primer on Structured Notes
A Primer on Structured Notes With the return of equity market volatility and the high concentration among a handful of...
Higher Rates for Longer?
Mortgage Debt & the Great Renewal It has been termed ‘the great renewal’: A significant number of Canadian...
U.S. Election Special Market Insights: American System 2.0
A Trump Victory – Propelling the U.S. into a New Gilded Age “Let us be brave in the face of hazards. Let us not...
Your Questions Answered
Year-End Planning & An Increased Inclusion Rate With the (proposed*) increase to the capital gains inclusion rate...