Insights and Strategies
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Striking the Right Balance.
Markets & Investing
Quarterly Market Update: US Election Edition
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Watch our latest Client Insights webinar.
Markets & Investing
October 2024: Attempting to Stick the Soft Landing
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As we head into the home stretch of 2024, we seem to be in a good environment for equities.
Markets & Investing
Save taxes by timing donations strategically
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When it comes to charitable giving, when you donate can make a big difference to the amount of tax you save.
Tax Planning
Save taxes by donating securities in your "HoldCo"
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Many Canadians have already discovered the benefits of donating securities “in kind” to get a donation tax receipt for the fair market value of the gift and, at the same time, avoid capital gains tax.
Tax Planning
Save taxes by donating securities "in kind"
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When people make plans to support charitable causes, most focus on the amount of the gift — but how you donate matters, too.
Tax Planning
Insights and Strategies
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Do U.S. Elections Affect Canadian Markets?
Markets & Investing
The Advantaged Investor: Helping Mom and Dad Transition to Assisted Living or Retirement Facilities - (Episode 103)
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Listen to our podcast with Neela White.
Retirement & Estate Planning
Life Stages and Events: Where Insurance is a Strategic Wealth Solution
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Check out our latest Client Insights webinar!
Life Events, Lifestyle & Technology
The Advantaged Investor: Financial Planning – Considerations for Women Investors (Episode 102)
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Listen to our podcast with Neela White.
Markets & Investing
Insights and Strategies
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Lies, Damned Lies, and Statistics.
Markets & Investing