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    1000 rue De La Gauchetière Ouest bureau 2600 Montréal Montreal, QC H3B 4W5 T: 438.844.6626
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Market Perspectives
7/11/2025
Trump turns up the heat on Canada, raising tariff threat to 35%.
Markets & Investing
Market Perspectives
7/10/2025
July 9 tariff deadline pushed to August 1, as revised rates and a few deals get announced.
Markets & Investing
Read
Read
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
The Value of Estate and Trust Planning
7/2/2025
Protect your family and your legacy.
Retirement & Estate Planning
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8 Steps to a Smoother Estate Transfer
6/17/2025
Preparation today secures tomorrow.
Retirement & Estate Planning
Watch Video
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
Raymond James Market Insights
5/30/2025
Fast takes on market trends.
Markets & Investing
Watch Video
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
The Caregiving Journey: Navigating Challenges and Finding Support
5/20/2025
Watch our latest Client Insights webinar.
Life Events, Lifestyle & Technology

Are you ready? Let’s uncover the possibility of working together.

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  • 1000 rue De La Gauchetière Ouest bureau 2600 Montréal Ste 2600 Montreal, QC H3B 4W5
  • 438.844.6626
  • Map & Directions
  • Map & Directions

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