In estate planning, many of us tend to focus on assets with tangible value, such as investments and real estate. Yet,...
Your Digital Footprint: Don’t Overlook Its Value
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Unlocking High Net-Worth Financial Solutions with National Bank’s Private Banking 1859
https://youtu.be/sTnE3gmF2E4 Discover the exclusive world of National Bank's Private Banking 1859. In this episode of...
BE AWARE OF NEW REPORTING RULES: Are You Associated With a “Bare Trust” Arrangement?
Are you a legal owner of an asset where someone else is a beneficial owner and has a beneficial interest and oversight...
Thinking Beyond Retirement: A Higher Purpose
It has been said that “if you are what you do, when you don’t … you aren’t.” As you think ahead, have you contemplated...
Have U.S. Equities Become Overvalued?
With the rapid rise in the “Magnificent 7” stocks to start the year, there has been renewed discussion over whether...
TAX SEASON IS HERE AGAIN: A Reminder of How Interest Income Is Taxed
With rising rates, there has been increasing interest in guaranteed investment certificates (GICs). Now that tax...
Spring Cleaning Finances: Five Questions To Ask
Now that spring has sprung and many of us are in spring cleaning mode, perhaps you are looking for a bit of motivation...
Reminders for Tax Season
It is personal income tax season once again. Given increasing interest rates, don’t overlook the importance of filing...
A TAX EFFICIENT ALTERNATIVE TO GICs: CONSIDER THE BENEFITS OF DISCOUNTED BONDS
Given the rise in interest rates since the start of 2022, there has understandably been greater interest in low-risk,...
HIGHER FOR LONGER INTEREST RATES? HISTORICAL PERSPECTIVES ON THE EQUITY MARKETS
Since the summer, bond yields have risen rapidly. In April, the U.S. 10-year Treasury yield hovered around 3.3...