What Happened?
The April 2 U.S. tariffs announcement was a “known unknown.” While it was expected that President Trump would reveal his plan, the specifics were
The Old Age Security (OAS) program provides a guaranteed stream of income to Canadians in retirement – but those with taxable income above a threshold (in 2025
1. How is Trump’s presidency changing the trades and orders of the world?
We expect Donald Trump in power to be, on balance, positive for U.S. markets. Trump
A donor-advised fund (DAF) is a flexible charitable vehicle you can use to flow donations through to your favourite charities today and as part of your estate
It’s a rapidly growing social media phenomenon in Canada and worldwide. Financial influencers, or finfluencers, use TikTok, YouTube, Instagram and other
Interestingly, when stock markets reach new highs, different investors may react in opposite ways. Some investors are elated and want to make the most of a
Millennials may have multiple financial goals, which means saving enough and figuring out how much to dedicate to each need.
Imagine an individual or couple who
Thanks to healthier living and medical advances, Canadians are living longer than ever before. The new longevity means planning for a retirement that may last
Many young adults want to put money aside, but their cost of living prevents them from saving and investing. You may consider helping out your child or
The world suddenly became more complex as Donald Trump began his new term as President of the United States, coinciding with the launch of DeepSeek, a Chinese
I recently attended a Christmas party hosted by the HeartLinks Heart Transplant Support Group in Toronto. Being there reminded me that the ultimate gift on
A previous blog—“Have you built charity and philanthropy into your estate plan?”—provided an overview of strategies to give to charity on death. Now, let’s