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2025 tax rate card for Canada
Need 2024 tax rates? We’ve got everything you need in one spot including combined federal and provincial marginal tax rates and tax brackets by taxable income source. Some of the most common non-refundable tax credits, EI and CPP/QPP contribution amounts, and OAS and CPP benefit amounts and much more!
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Individual pension plans and the family business
For business owners, an IPP can be a smart RRSP alternative. IPPs offer maximum pension income and maximum tax relief, and can be included in a succession plan.
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Riding the wave: building resilience amid volatility
The threat of escalating tariffs is fast becoming a reality, sparking wild swings in the financial markets. How should investors approach the markets? Read more.
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Q1 2025 review: analyzing the impact of tariffs and geopolitical dynamics
Tariffs and rising trade tensions injected much uncertainty in the first three months of 2025. Our capital markets strategists examine what this could mean for investors in the months ahead.
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Gauging the impact of trade tensions on the Canadian fixed-income market
Recent developments in global trade have placed significant pressure on Canadian markets, as newly imposed U.S. tariffs and retaliatory measures from Canada reshape the economic landscape. We’ve outlined the key updates, market reactions, and touched on what we believe to be the bright spots in Canadian fixed income.
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U.S. stocks falter, overseas stocks rally: start of a tectonic shift?
Last week's outperformance by non-U.S. stocks has many investors wondering if a new market trend has begun.
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Rising uncertainty amid tariff threats―what does it mean for Canadian investors?
The Trump Administration announced that the United States was imposing significant tariffs on its largest trading partners. What does this mean for Canadian investors?
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Women’s rising influence: Supporting inclusion in financial conversations
It's important to be mindful of gender-based assumptions in our interactions, especially in meetings with heterosexual married clients where the husband might often lead the discussion.
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Our 2025 market outlook: navigating a year of uncertainty
In our kickoff Wealth Insights webinar for 2025, we take a look at the key forces shaping the global economy and markets this year.
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Five investing mistakes to avoid
Market turbulence may trigger emotional investing, but history shows staying rational might be wiser. Beware of these five behaviours that can risk investment success.
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