Take some key steps before the end of the year and early in the new year from a tax-planning perspective.
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Moving in together? Don’t skip the money talk. Here's why having a legal cohabitation agreement that protects both partners is a good idea.
Money is one of the hardest topics for couples to discuss. That’s because when you bring a partner into the picture, you’re not just combining finances, you’re also merging money beliefs and habits.
The Alternative Minimum Tax changed in 2024, and more Canadians may be affected. What is it, and how can you plan ahead?
You’ve been asked to be an executor (known as a liquidator in Quebec) for a friend or loved one. Should it be an easy yes?
Budget 2025 is intended to be an investment budget aimed at transforming Canada’s economy to one that is stronger, more self-sufficient, and more resilient to global shocks.
Expecting a significant financial event? Planning your charitable giving early can help maximize tax benefits and make a lasting impact.
Give your young adult children the tools they need to make informed financial decisions and build a strong foundation for their future.
If you’re a young woman just starting to think about your financial future, the thought of investing may seem a bit daunting. The earlier you start, the more you can grow your wealth.
Generation X – the forgotten generation. Born between 1965-1980, they’re juggling careers, family and aging parents. Learn what they need from their financial advisor now as they plan retirement.