Viewpoints about Financial planning
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Preparing your family for the great wealth transfer
The greatest intergenerational transfer of wealth in Canada’s history is set to take place over the next few decades, but are high-net-worth families prepared for the shift?
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Cottage succession planning: keeping the family cottage in the family (podcast)
This episode features Frances Donald, chief economist, who will provide a macro outlook, and John Natale, head of Tax, Retirement & Estate Planning Services, who will provide an in-depth look at succession tax considerations and wealth transfer strategies.
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Macro viewpoints
Explore our new series titled “Macro Viewpoints,” featuring recordings from the 2020 Market Outlook event
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Preparing for 2020: year-end tax planning and economic outlook (podcast)
Many investors, professionals, and business owners enter 2020 with questions about year-end tax planning and how the financial markets will react to the new year. This episode will explore those questions and more.
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Pay taxes…how dare you?
What a difference a quarter makes. Market participants witnessed a wipeout in financial markets in Q4 2018.
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Preparing for 2019: year-end tax planning and economic outlook (podcast)
How will the new passive income rules affect me? What tax saving strategies are available for business owners? What does the economic environment look like in 2019? This episode will explore the above questions and more.
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Target rate of return and return expectations
This article addresses the target rate of return approach that institutional investors employ and how that target rate of return has been adjusted over the past number of years.
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Bots: what’s coming and what’s already here
They're finding their way into a great many aspects of our interactions and they're becoming more and more intelligent as we gain experience with them.
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Investing like the pros
Pensions, endowments, and foundations are examples of institutional investors. There are a couple of significant differences in how institutions invest their assets relative to how retail investors manage theirs.
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