Wealth Transfer: Preparing the Next Generation

Intergenerational wealth, on our TV screens at least, conjures images of Succession’s Logan Roy dismissing one of his weasel kids with a sneer and expletive. Roy, the fearsome patriarch, who

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Volatility and Staying Invested

Imagine you’re on a long-haul flight and the pilot informs you of every hint of turbulence. It would drive every passenger crazy. Thankfully, instead, most of us watch a movie,

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May 2022 Market Report

The Federal Reserve raised their policy rate as expected this month by 50-bps. The central bank has taken a hawkish turn in fighting the hottest inflation in 40 years, signaling

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An Alternative View

For years, you’ve dined on meat and potatoes; sturdy fare that’s given you the strength and endurance you’ve needed. Now, however, while the prime cuts of meat still deliver, the

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Ukraine Invasion: Where Do Investors Stand?

Vladimir Putin is not the first Russian dictator to send chills down the spine. A trawl through the quotes of his predecessors reveals often terrifying ideological one-liners, including Lenin’s prescient,

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Take It To The Tax: Tips and Strategies

There is nothing certain in life except death, taxes, and a Leafs playoff defeat. But at least when it comes to filing your yearly CRA return, investors can claim a

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Managing Money in a Rising Interest-Rate Environment

Canada’s benchmark interest rate hit an all-time high of 16% in 1991 – and here investors are in 2022, freaking out over projections it’ll touch 1% by June. But there’s

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Should I Stay, Or Should I Go?

Between the pandemic, inflation, and geopolitical tensions, market uncertainty reigns right now. You might have heard some disturbing words, like shares “plunging”, prices “soaring”, and investment “volatility”. Many people, therefore,

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2022 Essential Tax Numbers & Key Dates

2021___2022_Key_Dates___Quick_Facts 2022_Essential_Tax_Numbers

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Investing in China: The State of Play

As Canadians locked their doors to avoid the freezing temperatures this winter, many settled back and watched the action unfold in China. But, at times, it was difficult to tell

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