Viewpoints about Financial planning
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A spotlight on Canadian Equity
We continue to find Canadian equities attractive because of their supportive dividend profile and reasonable valuations, discover why.
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How to get started with will and estate planning matters
The following will review some scenarios and the possible consequences of not addressing our estate planning matters and invite us to redefine estate planning.
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Tax season is here - It’s a time to review your beneficiary designations
An RRSP can be a powerful tool that can save you money on your annual tax return while helping your savings grow.
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A digital world: how the pandemic has changed estate planning
In this article, we take a look at some of the most interesting changes resulting from the pandemic and consider what it means for the advisor-client relationship in future.
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New Year’s Intentions – Taking Control of Your Life
These scenarios are intended to provide you with a starting point for you to consider what has changed in your life since you last reviewed your estate planning documents.
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Market Outlook 2022: Positioning your investments for the new year
Discover what asset allocation, economic growth, and investment returns might look like in Canada for 2022.
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A year in review – The unintended consequences of the pandemic on estate planning (podcast)
Learn about the unintended consequences of the pandemic on estate planning including the increased use of technology and impact of the housing market.
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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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