Be well-informed.

We are committed to providing clients with timely information on investments, wealth planning and our community.

Be well-informed.

Webcast

Happy couple reviewing documents on tablet
Happy couple reviewing documents on tablet
Nov 15, 2018
On November 14, our wealth planning focus was on important things to consider in preparing powers of attorney. We also heard from John Hock, Chief Investment Officer of Altrinsic Global Advisors for the International Equity Value Pool.
Grandparents with granddaughter on smartphone
Grandparents with granddaughter on smartphone
Aug 27, 2018
This quarter, our wealth planning focus was on the importance of incorporating a legacy into your overall plan. We also heard from Robert Swanson, Principal & Chief Market Strategist of Cambridge Global Asset Management on the International Equity Growth Pool.
Income sprinkling and passive income
Income sprinkling and passive income
May 28, 2018
This quarter, our wealth planning focus was on the changes to the income splitting and passive investment income rules. We also heard from Chip McKinley, SVP of Cohen & Steers Inc. on their favourable outlook for real estate securities.
Retired couple reviewing financial statements and wealth plan
Retired couple reviewing financial statements and wealth plan
Mar 2, 2018
This quarter, our wealth planning focus was on what individuals should consider before drawing on government benefits. We also heard from Rick Vandale, Managing Director of Epoch Investment Partners on their U.S. Equity Value Pool.
mesure fiscales proposees
mesure fiscales proposees
Nov 27, 2017
This quarter, our wealth planning focus was on Finance’s proposed changes to the taxation of private corporations. We also heard from Peter Hofstra, Senior Portfolio Manager of Harbour Advisors on their Canadian Equity Value Pool.
The limitations of a Tax Free Savings Account: An investigation into the alternatives
The limitations of a Tax Free Savings Account: An investigation into the alternatives
Jul 18, 2017
This quarter, our wealth planning focus was on tax efficient alternatives to Tax-Free Savings Accounts. We also heard from Kamyar Hazaveh, Vice-President, Portfolio Management and Portfolio Manager, Signature Global Asset Management on their outlook for the global bond market.
The Estate Freeze: Who should use it and why
The Estate Freeze: Who should use it and why
Apr 26, 2017
This quarter, our wealth planning was on estate freezes and why they may be useful to business owners. We also heard from Samuel Sanom, Vice President and Equity Portfolio Specialist and Alan Matijas, CFA, Managing Director, Canada of Wellington Management on the U.S. equity market.
Death and taxes: What you need to know now
Death and taxes: What you need to know now
Mar 17, 2017
This quarter, our wealth planning focus was on taxation at death and what you can do to prepare for it. We also heard from Daniel Bubis, President and CIO of Tetrem Capital Management on their structured investment process.
Death and taxes: What you need to know now
Death and taxes: What you need to know now
Mar 17, 2017
This quarter, our wealth planning focus was on taxation at death and what you can do to prepare for it. We also heard from Daniel Bubis, President and CIO of Tetrem Capital Management on their structured investment process.