Waiting for clarity on reciprocal tariffs and a Canada-U.S. trade/security deal
7/3/2025
Review the latest Insights and Strategies.
Markets & Investing
Gifting or Donating as an Attorney for Property*
7/3/2025
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
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The Value of Estate and Trust Planning
7/2/2025
Protect your family and your legacy.
Retirement & Estate Planning
8 Steps to a Smoother Estate Transfer
6/17/2025
Preparation today secures tomorrow.
Retirement & Estate Planning
A Conversation With Olympian & Canada’s Women’s Rugby Team Player Olivia Apps
6/12/2025
Watch our latest Client Insights webinar.
Life Events, Lifestyle & Technology
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Insights and Strategies
6/6/2025
Trade war skirmishes continue.
Markets & Investing
Watch Video
Raymond James Market Insights
5/30/2025
Fast takes on market trends.
Markets & Investing
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Market Perspectives
5/29/2025
Court rules against IEEPA tariffs, but the trade war is certainly not over
Markets & Investing
Client Story - Building Wealth and Securing Your Family’s Future
5/29/2025
The dual benefits of insurance.
Life Events, Lifestyle & Technology
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The Caregiving Journey: Navigating Challenges and Finding Support
5/20/2025
Watch our latest Client Insights webinar.
Life Events, Lifestyle & Technology
Whole Life Insurance
5/16/2025
A stable option for your financial plan
Life Events, Lifestyle & Technology
2025 Ontario Budget Highlights
5/16/2025
On May 15, 2025, Peter Bethlenfalvy, Minister of Finance tabled the 2025-26 Ontario budget.
Tax Planning