Quarterly Canadian Investment Strategy Outlook
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Watch our latest Client Insights webinar.
Markets & Investing
Talking Taxes
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Listen to our podcast with Sonya Dolguina. This podcast was recorded before the release of the 2024 federal budget and does not cover any details within it.
Tax Planning
April 2024: Getting Closer to Rate Cuts
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The first quarter of 2024 was much stronger than expected.
Markets & Investing
Planning for Changes to Taxation of Capital Gains
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The federal government has given Canadians 70 days’ notice to put their capital gains planning affairs in order.
Tax Planning
2024 Federal Budget Highlights
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On April 16, 2024, Deputy Prime Minister and Minister of Finance, Chrystia Freeland, presented the federal budget for the 2024-2025 fiscal year.
Tax Planning
Preparing for Retirement | Non-Financial Retirement Planning
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Listen to our podcast with Susan Latremoille.
Retirement & Estate Planning
Think you do not have a trust filing requirement? . . . Think again!
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After several years of delays, the new trust filing requirements will finally begin for tax years ending after December 30, 2023.
Tax Planning
Insights and Strategies
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This month we look at the housing market in Canada, and specifically how interest rate hikes have put pressure on affordability, adding to inflation pressures.
Markets & Investing
2024 Ontario Budget Highlights
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On March 26, 2024, Peter Bethlenfalvy, Minister of Finance tabled the 2024-25 Ontario budget.
Tax Planning
US Citizens in Canada - Tax Implications of Owning a Canadian Home
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US citizens living in Canada should understand the various US and Canadian tax rules related to owning a Canadian home.
Tax Planning
Update on the Canadian mutual fund and ETF industry
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Listen to our podcast with Luke Kahnert.
Markets & Investing