Waiting for clarity on reciprocal tariffs and a Canada-U.S. trade/security deal
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Review the latest Insights and Strategies.
Markets & Investing
Gifting or Donating as an Attorney for Property*
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In Canada, an attorney for property does not have an unrestricted right to make gifts or donations on behalf of the grantor.
Retirement & Estate Planning
The Value of Estate and Trust Planning
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Protect your family and your legacy.
Retirement & Estate Planning
8 Steps to a Smoother Estate Transfer
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Preparation today secures tomorrow.
Retirement & Estate Planning
A Conversation With Olympian & Canada’s Women’s Rugby Team Player Olivia Apps
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Watch our latest Client Insights webinar.
Life Events, Lifestyle & Technology
Insights and Strategies
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Trade war skirmishes continue.
Markets & Investing
Raymond James Market Insights
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Fast takes on market trends.
Markets & Investing
Market Perspectives
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Court rules against IEEPA tariffs, but the trade war is certainly not over
Markets & Investing
The Caregiving Journey: Navigating Challenges and Finding Support
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Watch our latest Client Insights webinar.
Life Events, Lifestyle & Technology
Whole Life Insurance
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A stable option for your financial plan
Life Events, Lifestyle & Technology
2025 Ontario Budget Highlights
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On May 15, 2025, Peter Bethlenfalvy, Minister of Finance tabled the 2025-26 Ontario budget.
Tax Planning
